How big is Budgetcard, Inc.'s plan?

Budgetcard, Inc.'s plan reported $2.8M in assets and 52 participants for 2024.

Original filing (PDF)20250415115708NAL0001409219001

Budgetcard, Inc.

Name: Budgetcard, Inc. — Budgetcard, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Budgetcard, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Budgetcard, Inc. 401(k) Plan

401(k) retirement plan · Budgetcard, Inc.'s Budgetcard, Inc. 401(k) Plan held $2.8M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Christopher Roche signed Budgetcard, Inc.'s 2024 Form 5500 as plan administrator.

Christopher Roche — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Budgetcard, Inc.'s EIN is 04-3353966.

EIN 04-3353966

Plan number 001

Plan year 2024

ACK ID 20250415115708NAL0001409219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Budgetcard, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Budgetcard, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUDGETCARD, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off