How big is Category One Consulting's plan?

Category One Consulting's plan reported $948K in assets and 6 participants for 2024.

Original filing (PDF)20250506150237NAL0006915011001

Category One Consulting

Name: Category One Consulting — Category One Consulting, Form 5500 (2024)
Creator: Category One Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Category One Consulting 401(k) Plan

401(k) retirement plan · Category One Consulting's Category One Consulting 401(k) Plan held $948K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$948K

Net assets (EOY)

$948K

Plan identifiers

Category One Consulting's EIN is 81-1116811.

EIN 81-1116811

Plan number 001

Plan year 2024

ACK ID 20250506150237NAL0006915011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Category One Consulting's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATEGORY ONE CONSULTING.

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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