Original filing (PDF)20240730140844NAL0011903251001

Correlate, Inc.

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

Form 5500-SF

FILING_RECEIVED

Correlate, Inc. 401(k) Plan

401(k) retirement plan · Correlate, Inc.'s Correlate, Inc. 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Chris Horne signed Correlate, Inc.'s 2023 Form 5500 as plan administrator.

Chris Horne — 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

Correlate, Inc.'s EIN is 35-2531500.

EIN 35-2531500

Plan number 001

Plan year 2023

ACK ID 20240730140844NAL0011903251001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Correlate, Inc.'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 CORRELATE, INC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score