How big is Referralexchange, Inc.'s plan?

Referralexchange, Inc.'s plan reported $4.4M in assets and 45 participants for 2024.

Original filing (PDF)20250722142731NAL0003283328001

Referralexchange, Inc.

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

Form 5500-SF

FILING_RECEIVED

Referralexchange, Inc. Retirement Trust

401(k) retirement plan · Referralexchange, Inc.'s Referralexchange, Inc. Retirement Trust held $4.4M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

Referralexchange, Inc.'s EIN is 20-0776645.

EIN 20-0776645

Plan number 001

Plan year 2024

ACK ID 20250722142731NAL0003283328001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Referralexchange, 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 REFERRALEXCHANGE, 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

Helping the score