How big is Customer Elation, Inc.'s plan?

Customer Elation, Inc.'s plan reported $3.1M in assets and 336 participants for 2024.

Original filing (PDF)20251003094214NAL0000764755001

Customer Elation, Inc.

Name: Customer Elation, Inc. — Customer Elation, Inc., Form 5500 (2024)
Creator: Customer Elation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Customer Elation, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Customer Elation, Inc.'s Customer Elation, Inc. 401(k) Profit Sharing Plan held $3.1M in plan assets for 336 participants in 2024.

Signals · 1

No auditor on file

Active participants

336

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Peter Hainey signed Customer Elation, Inc.'s 2024 Form 5500 as plan administrator.

Peter Hainey — 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

Customer Elation, Inc.'s EIN is 41-1743772.

EIN 41-1743772

Plan number 001

Plan year 2024

ACK ID 20251003094214NAL0000764755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Customer Elation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 CUSTOMER ELATION, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score