How big is 401M, Inc.'s plan?

401M, Inc.'s plan reported $946K in assets and 15 participants for 2024.

Original filing (PDF)20250929064217NAL0004881427001

401M, Inc.

Name: 401M, Inc. — 401M Cash Balance Plan, Form 5500 (2024)
Creator: 401M, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401M Cash Balance Plan

Defined-benefit pension plan · 401M, Inc.'s 401M Cash Balance Plan held $946K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$946K

Net assets (EOY)

$946K

Plan identifiers

401M, Inc.'s EIN is 52-2055322.

EIN 52-2055322

Plan number 002

Plan year 2024

ACK ID 20250929064217NAL0004881427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 401M, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

401M, Inc.'s plan includes a cash-balance formula, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 401M, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

401M, INC.

EIN

all filings

Address

HARRY'S RESERVE · 909 NEW JERSEY AVENUE, SE · WASHINGTON, DC · 20003

Phone

(202) 408-1177

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Welfare benefit codes

4B · Life insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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