How big is Achievia Direct, Inc.'s plan?

Achievia Direct, Inc.'s plan reported $174K in assets and 3 participants for 2024.

Original filing (PDF)20250430160630NAL0004318498001

Achievia Direct, Inc.

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

Form 5500-SF

FILING_RECEIVED

Achievia Direct, Inc. 401(k) Plan

401(k) retirement plan · Achievia Direct, Inc.'s Achievia Direct, Inc. 401(k) Plan held $174K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$174K

Net assets (EOY)

$174K

People on this filing

Matthew Banker signed Achievia Direct, Inc.'s 2024 Form 5500 as plan administrator.

Matthew Banker — 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

Achievia Direct, Inc.'s EIN is 20-1125385.

EIN 20-1125385

Plan number 001

Plan year 2024

ACK ID 20250430160630NAL0004318498001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Achievia Direct, Inc.'s 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 ACHIEVIA DIRECT, 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