How big is Custom Performance, LLC's plan?

Custom Performance, LLC's plan reported $69K in assets and 28 participants for 2023.

Original filing (PDF)20240716113156NAL0001508339001

Custom Performance, LLC

Name: Custom Performance, LLC — Custom Performance, LLC, Form 5500 (2023)
Creator: Custom Performance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Custom Performance, LLC 401(k) Plan

401(k) retirement plan · Custom Performance, LLC's Custom Performance, LLC 401(k) Plan held $69K in plan assets for 28 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$69K

Net assets (EOY)

$69K

People on this filing

Heather Trask signed Custom Performance, LLC's 2023 Form 5500 as plan administrator.

Heather Trask — 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

Custom Performance, LLC's EIN is 20-4175675.

EIN 20-4175675

Plan number 001

Plan year 2023

ACK ID 20240716113156NAL0001508339001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Custom Performance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Custom Performance, 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 CUSTOM PERFORMANCE, LLC.

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Plan health score

Above-average plan

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