How big is August Benefits, Inc.'s plan?

August Benefits, Inc.'s plan reported $2.4M in assets and 12 participants for 2024.

Original filing (PDF)20250305135603NAL0013700848001

August Benefits, Inc.

Name: August Benefits, Inc. — August Benefits, Inc., Form 5500 (2024)
Creator: August Benefits, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

August Benefits, Inc. Retirement Plan

401(k) retirement plan · August Benefits, Inc.'s August Benefits, Inc. Retirement Plan held $2.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Todd Bellistri signed August Benefits, Inc.'s 2024 Form 5500 as plan administrator.

Todd Bellistri — 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

August Benefits, Inc.'s EIN is 52-2380669.

EIN 52-2380669

Plan number 001

Plan year 2024

ACK ID 20250305135603NAL0013700848001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

August Benefits, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUGUST BENEFITS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score