How big is Fishbowl Inc.'s plan?

Fishbowl Inc.'s plan reported $6.0M in assets and 42 participants for 2024.

Original filing (PDF)20251014115031NAL0003840336001

Fishbowl Inc.

Name: Fishbowl Inc. — Fishbowl, Inc. DBA Personica 401(k), Form 5500 (2024)
Creator: Fishbowl Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fishbowl, Inc. DBA Personica 401(k) Plan

401(k) retirement plan · Fishbowl Inc.'s Fishbowl, Inc. DBA Personica 401(k) Plan held $6.0M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

100

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

ADAM Ochstein signed Fishbowl Inc.'s 2024 Form 5500 as plan administrator.

ADAM Ochstein — 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

Fishbowl Inc.'s EIN is 54-1979475.

EIN 54-1979475

Plan number 001

Plan year 2024

ACK ID 20251014115031NAL0003840336001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fishbowl Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

FISHBOWL INC.

EIN

all filings

Address

2000 DUKE STREET · SUITE 300 · ALEXANDRIA, VA · 22314

Phone

(571) 410-2100

Industry

Professional & Technical Services

Plan administrator