Original filing (PDF)20250131144449NAL0002438945001

Streamline CXO, LLC

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

Form 5500-SF

FILING_RECEIVED

Streamline CXO, LLC Retirement Plan

401(k) retirement plan · Streamline CXO, LLC's Streamline CXO, LLC Retirement Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Joseph C. Daniel, Jr. signed Streamline CXO, LLC's 2024 Form 5500 as plan administrator.

Joseph C. Daniel, Jr. — 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

Streamline CXO, LLC's EIN is 45-2918414.

EIN 45-2918414

Plan number 001

Plan year 2024

ACK ID 20250131144449NAL0002438945001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Streamline CXO, LLC'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 STREAMLINE CXO, 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 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