How big is Annuitas Inc.'s plan?

Annuitas Inc.'s plan reported $1.2M in assets and 19 participants for 2024.

Original filing (PDF)20251014085018NAL0003418048001

Annuitas Inc.

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

Form 5500-SF

FILING_RECEIVED

Annuitas Inc. 401(k) Plan

401(k) retirement plan · Annuitas Inc.'s Annuitas Inc. 401(k) Plan held $1.2M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jennifer Harmel HOFF signed Annuitas Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Harmel HOFF — 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

Annuitas Inc.'s EIN is 20-3192699.

EIN 20-3192699

Plan number 001

Plan year 2024

ACK ID 20251014085018NAL0003418048001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ANNUITAS INC.

EIN

all filings

Address

3017 BOLLING WAY NE SUITE 209 · ATLANTA, GA · 30305

Phone

(404) 609-4121

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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