How big is Customized Options NON Profit's plan?

Customized Options NON Profit's plan reported $25K in assets and 35 participants for 2024.

Original filing (PDF)20250530131614NAL0021261714001

Customized Options NON Profit

Name: Customized Options NON Profit — Customized Options, Form 5500 (2024)
Creator: Customized Options NON Profit
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Customized Options NON Profit 401(k) Plan

401(k) retirement plan · Customized Options NON Profit's Customized Options NON Profit 401(k) Plan held $25K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

People on this filing

John Ferguson signed Customized Options NON Profit's 2024 Form 5500 as plan administrator.

John Ferguson — 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

Customized Options NON Profit's EIN is 75-3120238.

EIN 75-3120238

Plan number 001

Plan year 2024

ACK ID 20250530131614NAL0021261714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Customized Options NON Profit from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Customized Options NON Profit's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUSTOMIZED OPTIONS NON PROFIT.

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Plan health score

Above-average plan

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

Knocking points off