How big is Membersy's plan?

Membersy's plan reported $2.0M in assets for 2024.

Original filing (PDF)20250412220801NAL0048767618057

Membersy

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

Form 5500-SF

FILING_RECEIVED

Membersy 401(k) Plan

401(k) retirement plan · Membersy's Membersy 401(k) Plan reported $2.0M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

QIAN LIU signed Membersy's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Membersy's EIN is 47-4353175.

EIN 47-4353175

Plan number 001

Plan year 2024

ACK ID 20250412220801NAL0048767618057

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

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.

Plan sponsor

Name

MEMBERSY

EIN

all filings

Address

2705 BEE CAVES RD · STE 320 · AUSTIN, TX · 78746

Phone

(512) 842-9296

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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