How big is Self-Direct Inc.'s plan?

Self-Direct Inc.'s plan reported $2.7M in assets and 98 participants for 2025.

Original filing (PDF)20260408121232NAL0006193603001

Self-Direct Inc.

Name: Self-Direct Inc. — Self-Direct Inc. 401(k) Profit, Form 5500 (2025)
Creator: Self-Direct Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Self-Direct Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Self-Direct Inc.'s Self-Direct Inc. 401(k) Profit Sharing Plan held $2.7M in plan assets for 98 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Patricia Palumbo signed Self-Direct Inc.'s 2025 Form 5500 as plan administrator.

Patricia Palumbo — 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

Self-Direct Inc.'s EIN is 43-1988486.

EIN 43-1988486

Plan number 001

Plan year 2025

ACK ID 20260408121232NAL0006193603001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Self-Direct Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Self-Direct Inc.'s plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SELF-DIRECT INC..

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Plan health score

Above-average plan

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

Knocking points off