How big is Applied CX, LLC's plan?

Applied CX, LLC's plan reported $94K in assets and 3 participants for 2024.

Original filing (PDF)20250707172623NAL0009538770001

Applied CX, LLC

Name: Applied CX, LLC — Applied CX, LLC 401(k) Plan, Form 5500 (2024)
Creator: Applied CX, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Applied CX, LLC 401(k) Plan

401(k) retirement plan · Applied CX, LLC's Applied CX, LLC 401(k) Plan held $94K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

People on this filing

Melissa James signed Applied CX, LLC's 2024 Form 5500 as plan administrator.

Melissa James — 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

Applied CX, LLC's EIN is 46-5491877.

EIN 46-5491877

Plan number 001

Plan year 2024

ACK ID 20250707172623NAL0009538770001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Applied CX, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLIED CX, 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