Original filing (PDF)20240730140844NAL0011903251001

CORRELATE, INC

Name: CORRELATE, INC — CORRELATE, INC. 401(K) PLAN, Form 5500 (2023)
Creator: CORRELATE, INC

Form 5500-SF

FILING_RECEIVED

CORRELATE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORRELATE, INC.

Plan sponsor

Name

CORRELATE, INC

EIN

35-2531500

Address

3212 S EAGLE BROOK LN · EAGLE, ID · 83616

Phone

(630) 251-0873

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-12

Filed

2024-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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