How big is Satori Consulting, Inc.'s plan?

Satori Consulting, Inc.'s plan reported $7.7M in assets and 11 participants for 2024.

Original filing (PDF)20250901065938NAL0022703120001

Satori Consulting, Inc.

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

Form 5500-SF

FILING_RECEIVED

Satori Consulting 401(k) Plan

401(k) retirement plan · Satori Consulting, Inc.'s Satori Consulting 401(k) Plan held $7.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Justin Ockenden signed Satori Consulting, Inc.'s 2024 Form 5500 as plan administrator.

Justin Ockenden — 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

Satori Consulting, Inc.'s EIN is 74-3050229.

EIN 74-3050229

Plan number 001

Plan year 2024

ACK ID 20250901065938NAL0022703120001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Satori Consulting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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 (97th percentile).

Plan sponsor

Name

SATORI CONSULTING, INC.

EIN

all filings

Address

48 WALL STREET · SUITE 1100 · NEW YORK, NY · 10005

Phone

(212) 918-4560

Industry

Professional & Technical Services

Plan administrator