How big is Notarize 247's plan?

Notarize 247's plan reported $2K in assets and 3 participants for 2024.

Original filing (PDF)20250719160555NAL0001550963001

Notarize 247

Name: Notarize 247 — Notarize 247 (401(k)) Plan, Form 5500 (2024)
Creator: Notarize 247
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Notarize 247 (401(k)) Plan

401(k) retirement plan · Notarize 247's Notarize 247 (401(k)) Plan held $2K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Nick Rice signed Notarize 247's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Notarize 247's EIN is 20-4469023.

EIN 20-4469023

Plan number 001

Plan year 2024

ACK ID 20250719160555NAL0001550963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Notarize 247 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Notarize 247'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 NOTARIZE 247.

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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

Helping the score

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

Plan sponsor

Name

NOTARIZE 247

EIN

all filings

Address

23615 EL TORO RD · LAKE FOREST, CA · 92630

Phone

(866) 744-6247

Industry

Admin Support & Waste Mgmt

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

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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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