How big is Loyality, Inc.'s plan?

Loyality, Inc.'s plan reported $900K in assets and 11 participants for 2024.

Original filing (PDF)20250527155549NAL0011418224001

Loyality, Inc.

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

Form 5500-SF

FILING_RECEIVED

Loyality 401(k) Plan

401(k) retirement plan · Loyality, Inc.'s Loyality 401(k) Plan held $900K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$900K

Net assets (EOY)

$900K

Plan identifiers

Loyality, Inc.'s EIN is 20-1400962.

EIN 20-1400962

Plan number 001

Plan year 2024

ACK ID 20250527155549NAL0011418224001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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