· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CUSTOMERSTREAM, INC. — CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250418134958NAL0001413363001
CUSTOMERSTREAM, INC.
Form 5500-SF
FILING_RECEIVED
CUSTOMERSTREAM, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
15
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CUSTOMERSTREAM, INC.
.
Find decision makers
Plan sponsor
Name
CUSTOMERSTREAM, INC.
EIN
20-4900186
Address
830 CRESCENT CENTRE DRIVE,SUITE 350 · FRANKLIN, TN · 37067
Phone
(615) 864-7527
Industry
All Other Professional Services
· Professional & Technical Services
see all
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
2025-04-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
Related plans
Similar-size All Other Professional Services plans
CENTRAL MEAT AND PROVISION COMPANY
SOUTHERN CALIFORNIA VENDOR SERVICES, INC. 401(K) PROFIT SHARING PLAN
$5.2M · 6 participants
CONVERGENT DENTAL, INC.
CONVERGENT DENTAL, INC. 401K PROFIT SHARING PLAN
$5.2M · 86 participants
PARK, FINE & BROWER LITERARY MANAGEMENT, LLC
PARK LITERARY GROUP, LLC
$5.2M · 15 participants
TIP TOP SALES CORPORATION
TIP TOP SALES CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$5.2M · 50 participants
SYNCHRONET, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SYNCHRONET, INC. 401(K) PLAN
$5.2M · 91 participants
STI POLYMER INC
STI POLYMER INC 401(K) PROFIT SHARING PLAN & TRUST
$5.2M · 71 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
