How big is Instinctual's plan?

Instinctual's plan reported $3.4M in assets and 5 participants for 2024.

Original filing (PDF)20250912091915NAL0001089584001

Instinctual

Name: Instinctual — Instinctual Cash Balance Plan & Trust, Form 5500 (2024)
Creator: Instinctual
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Instinctual Cash Balance Plan & Trust

Defined-benefit pension plan · Instinctual's Instinctual Cash Balance Plan & Trust held $3.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Instinctual's EIN is 47-4995915.

EIN 47-4995915

Plan number 002

Plan year 2024

ACK ID 20250912091915NAL0001089584001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Instinctual's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score