How big is Priveon, Inc.'s plan?

Priveon, Inc.'s plan reported $2.2M in assets and 10 participants for 2024.

Original filing (PDF)20250728103220NAL0004325426001

Priveon, Inc.

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

Form 5500-SF

FILING_RECEIVED

Priveon, Inc. 401(k) Plan

401(k) retirement plan · Priveon, Inc.'s Priveon, Inc. 401(k) Plan held $2.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

CHAD Sullivan signed Priveon, Inc.'s 2024 Form 5500 as plan administrator.

CHAD Sullivan — 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

Priveon, Inc.'s EIN is 20-3426703.

EIN 20-3426703

Plan number 001

Plan year 2024

ACK ID 20250728103220NAL0004325426001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off