Original filing (PDF)20240725111346NAL0030068578001

MEMBERSHIP.COM

Name: MEMBERSHIP.COM — MEMBERSHIP.COM 401(K) PLAN, Form 5500 (2023)
Creator: MEMBERSHIP.COM

Form 5500-SF

FILING_RECEIVED

MEMBERSHIP.COM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEMBERSHIP.COM.

Plan sponsor

Name

MEMBERSHIP.COM

EIN

75-2966445

Address

130 E JOHN CARPENTER FWY · STE 135 · IRVING, TX · 75062

Phone

(972) 777-6851

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-29

Filed

2024-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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