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Sponsor portfolio

EFS GROUP PLLC

EIN 46-1326454-accounting-Latest filing 2025
Plans
2
Retirement
2
$501K assets
Welfare
0
Participants
12
6464 SAVOY DRIVE, SUITE 780 - HOUSTON, TX 77036281-822-6137efsgllc.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#001401k-$265K - 6 part#002CashBalance-$235K - 6 part

Retirement portfolio analytics

2 plans aggregated / $501K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PROFIT SHARING PLAN (#001)53%
  • CASH BALANCE PLAN (#002)47%
Total $501KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • CASH BALANCE PLAN (#002)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EFS GROUP PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$265K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EFS GROUP, PLLC CASH BALANCE PLAN

CashBalance

Assets$235K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EFS GROUP PLLC 401(K) PROFIT SHARING PLAN401k$265K62025
002EFS GROUP, PLLC CASH BALANCE PLANCashBalance$235K62024
Retirement plans
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