How big is Refersion Inc.'s plan?

Refersion Inc.'s plan reported $53K in assets and 6 participants for 2025.

Original filing (PDF)20260504220600NAL0000303537072

Refersion Inc.

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

Form 5500-SF

FILING_RECEIVED

Refersion 401(k) Plan

401(k) retirement plan · Refersion Inc.'s Refersion 401(k) Plan held $53K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

Plan identifiers

Refersion Inc.'s EIN is 46-5677189.

EIN 46-5677189

Plan number 001

Plan year 2025

ACK ID 20260504220600NAL0000303537072

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

REFERSION INC

EIN

all filings

Address

3000 F DANVILLE BLVD #417 · STE 314 PMB 65 · ALAMO, CA · 94507

Phone

(317) 417-9184

Industry

Professional & Technical Services

Plan administrator