How big is Managed CIO's plan?

Managed CIO's plan reported $220K in assets and 6 participants for 2024.

Original filing (PDF)20250929110630NAL0010808353001

Managed CIO

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

Form 5500-SF

FILING_RECEIVED

Managed CIO 401(k) Plan

401(k) retirement plan · Managed CIO's Managed CIO 401(k) Plan held $220K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

People on this filing

Scott Stephan signed Managed CIO's 2024 Form 5500 as plan administrator.

Scott Stephan — 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

Managed CIO's EIN is 27-4968813.

EIN 27-4968813

Plan number 001

Plan year 2024

ACK ID 20250929110630NAL0010808353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Managed CIO's plan includes profit-sharing, 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 MANAGED CIO.

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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.

Plan sponsor

Name

MANAGED CIO

EIN

all filings

Address

3615 EAST JOPPA ROAD, SUITE 280 · PARKVILLE, MD · 21234

Phone

(410) 575-3445

Industry

Engineering Services· Professional & Technical Services

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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