How big is Achieve Services' plan?

Achieve Services' plan reported $50K in assets and 17 participants for 2023.

Original filing (PDF)20241015160542NAL0050354528001

Achieve Services

Name: Achieve Services — Achieve Services 401(k) Profit, Form 5500 (2023)
Creator: Achieve Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Achieve Services 401(k) Profit Sharing Plan

401(k) retirement plan · Achieve Services' Achieve Services 401(k) Profit Sharing Plan held $50K in plan assets for 17 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

People on this filing

Cheryl Brown signed Achieve Services' 2023 Form 5500 as plan administrator.

Cheryl Brown — 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

Achieve Services' EIN is 11-3763355.

EIN 11-3763355

Plan number 001

Plan year 2023

ACK ID 20241015160542NAL0050354528001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Achieve Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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