How big is NOTE Consulting Inc.'s plan?

NOTE Consulting Inc.'s plan reported $225K in assets and 102 participants for 2024.

Original filing (PDF)20250905132052NAL0028893456001

NOTE Consulting Inc.

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

Form 5500-SF

FILING_RECEIVED

NOTE Consulting/Metroanimals 401(k)

401(k) retirement plan · NOTE Consulting Inc.'s NOTE Consulting/Metroanimals 401(k) held $225K in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

People on this filing

Charlsye Lewis signed NOTE Consulting Inc.'s 2024 Form 5500 as plan administrator.

Charlsye Lewis — 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

NOTE Consulting Inc.'s EIN is 45-4619942.

EIN 45-4619942

Plan number 001

Plan year 2024

ACK ID 20250905132052NAL0028893456001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

NOTE Consulting 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 NOTE CONSULTING 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score