Retirement plan

ENGAGE SEARCH 401(K) PROFIT SHARING PLAN

Name: ENGAGE SEARCH, LLC - ENGAGE SEARCH 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ENGAGE SEARCH, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENGAGE SEARCH 401(K) PROFIT SHARING PLAN, ENGAGE SEARCH, LLC

ENGAGE SEARCH, LLCEIN 47-2084267Plan #001PY 2025

215 JAMESTOWN PARK ROAD, STE 204 - BRENTWOOD, TN 37027615-478-3505engage-search.comLinkedIn11-50 employeesstaffing and recruiting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$781K

+14.6% from 2024

Total participants

-10.0% from 2024

Average account balance

$97,682

+43.2% from 2024

Annual return

19.93%

+1.01 pp from 2024

Benchmarks

See 16,403 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort16,403 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$781K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$98K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.93%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$8793

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$70K

$11725 / participant

Other / not subdivided$70K100.0%

% of EOY assets

9.002%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$97,682

$97,125+0.6%

$86,233+13.3%

$137,256-28.8%

Participation rate

83.3%

74.2%+9.1pp

69.0%+14.3pp

80.0%+3.4pp

Annual return

19.93%

74.19%-54.3pp

61.39%-41.5pp

220.34%-200.4pp

Employer contribution / active EE

$479

$2,841-83.1%

$2,504-80.9%

$4,156-88.5%

Participant deferral / active EE

$3,276

$5,180-36.8%

$4,559-28.2%

$6,407-48.9%

Admin fee / account holder

$8,793

$9,725-9.6%

$8,342+5.4%

$12,270-28.3%

ENGAGE SEARCH 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENGAGE SEARCH 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion