How big is Custom Formulating LLC's plan?

Custom Formulating LLC's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20251001143144NAL0005977923001

Custom Formulating LLC

Name: Custom Formulating LLC — Custom Formulating LLC, Form 5500 (2024)
Creator: Custom Formulating LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Custom Formulating LLC 401(k) Plan

401(k) retirement plan · Custom Formulating LLC's Custom Formulating LLC 401(k) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Custom Formulating LLC's EIN is 37-1513162.

EIN 37-1513162

Plan number 001

Plan year 2024

ACK ID 20251001143144NAL0005977923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Custom Formulating LLC's plan includes a self-directed brokerage window, a 401(k) feature, ERISA 404(c) participant direction, profit-sharing.

Decision-maker contacts

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

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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