How big is Credo 180 Inc.'s plan?

Credo 180 Inc.'s plan reported $450K in assets and 4 participants for 2023.

Original filing (PDF)20240628120258NAL0000627345001

Credo 180 Inc.

Name: Credo 180 Inc. — Credo 180 Inc. 401(k) Plan, Form 5500 (2023)
Creator: Credo 180 Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Credo 180 Inc. 401(k) Plan

401(k) retirement plan · Credo 180 Inc.'s Credo 180 Inc. 401(k) Plan held $450K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

Plan identifiers

Credo 180 Inc.'s EIN is 20-5627171.

EIN 20-5627171

Plan number 001

Plan year 2023

ACK ID 20240628120258NAL0000627345001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Credo 180 Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Credo 180 Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Plan sponsor

Name

CREDO 180 INC.

EIN

all filings

Address

32282 PASEO CANDELA · SAN JUAN CAPISTRANO, CA · 92675

Phone

(949) 289-1617

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-28

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

2K · 401(m) arrangement

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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