How big is Formulator Software LLC's plan?

Formulator Software LLC's plan reported $313K in assets and 3 participants for 2025.

Original filing (PDF)20260413103305NAL0029806082001

Formulator Software LLC

Name: Formulator Software LLC — Formulator Software LLC, Form 5500 (2025)
Creator: Formulator Software LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Formulator Software LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Formulator Software LLC's Formulator Software LLC 401(k) Profit Sharing Plan & Trust held $313K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$313K

Net assets (EOY)

$313K

People on this filing

Diane Romano signed Formulator Software LLC's 2025 Form 5500 as plan administrator.

Diane Romano — 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

Formulator Software LLC's EIN is 20-4128773.

EIN 20-4128773

Plan number 001

Plan year 2025

ACK ID 20260413103305NAL0029806082001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Formulator Software LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Formulator Software LLC'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 FORMULATOR SOFTWARE LLC.

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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