How big is Formulatedby, LLC's plan?

Formulatedby, LLC's plan reported $209K in assets and 5 participants for 2024.

Original filing (PDF)20250807102242NAL0002132323001

Formulatedby, LLC

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

Form 5500-SF

FILING_RECEIVED

Formulatedby, LLC 401(k) Plan

401(k) retirement plan · Formulatedby, LLC's Formulatedby, LLC 401(k) Plan held $209K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$209K

Net assets (EOY)

$209K

People on this filing

Rick Belgarde signed Formulatedby, LLC's 2024 Form 5500 as plan administrator.

Rick Belgarde — 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

Formulatedby, LLC's EIN is 47-3047116.

EIN 47-3047116

Plan number 001

Plan year 2024

ACK ID 20250807102242NAL0002132323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Formulatedby, 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 FORMULATEDBY, 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

Knocking points off