How big is Claim Genius Inc.'s plan?

Claim Genius Inc.'s plan reported $317K in assets and 5 participants for 2024.

Original filing (PDF)20250723195929NAL0004550753001

Claim Genius Inc.

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

Form 5500-SF

FILING_RECEIVED

Claim Genius 401(k) Plan

401(k) retirement plan · Claim Genius Inc.'s Claim Genius 401(k) Plan held $317K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$317K

Net assets (EOY)

$317K

People on this filing

Shirley Horner signed Claim Genius Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Claim Genius Inc.'s EIN is 81-5314228.

EIN 81-5314228

Plan number 001

Plan year 2024

ACK ID 20250723195929NAL0004550753001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAIM GENIUS INC.

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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