How big is Healthplancrm's plan?

Healthplancrm's plan reported $6.3M in assets and 39 participants for 2024.

Original filing (PDF)20250826082413NAL0016857842001

Healthplancrm

Name: Healthplancrm — Healthplancrm Retirement Plan, Form 5500 (2024)
Creator: Healthplancrm
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Healthplancrm Retirement Plan

401(k) retirement plan · Healthplancrm's Healthplancrm Retirement Plan held $6.3M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

AMY Farber signed Healthplancrm's 2024 Form 5500 as plan administrator.

AMY Farber — 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

Healthplancrm's EIN is 20-5642179.

EIN 20-5642179

Plan number 001

Plan year 2024

ACK ID 20250826082413NAL0016857842001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Healthplancrm's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEALTHPLANCRM.

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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