Original filing (PDF)20241015120433NAL0014568339001

ACTIO, INC.

Name: ACTIO, INC. — ACTIO, INC. 401K SAFE HARBOR P/S PLAN, Form 5500 (2023)
Creator: ACTIO, INC.

Form 5500-SF

FILING_RECEIVED

ACTIO, INC. 401K SAFE HARBOR P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACTIO, INC..

Plan sponsor

Name

ACTIO, INC.

EIN

58-1115154

Address

16 OAK STREET · ROSWELL, GA · 300750000

Phone

(770) 993-5888

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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