Original filing (PDF)20251010111817NAL0012953968001

Inflection Business Consulting Inc. DBA Inflection Advisors

Name: Inflection Business Consulting Inc. DBA Inflection Advisors — Form 5500 Plan 001 (2024)
Creator: Inflection Business Consulting Inc. DBA Inflection Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inflection Advisors 401(k) Plan

401(k) retirement plan · Inflection Business Consulting Inc. DBA Inflection Advisors' Inflection Advisors 401(k) Plan held $34K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

People on this filing

Richard Tatum signed Inflection Business Consulting Inc. DBA Inflection Advisors' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Inflection Business Consulting Inc. DBA Inflection Advisors' EIN is 82-0726223.

EIN 82-0726223

Plan number 001

Plan year 2024

ACK ID 20251010111817NAL0012953968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Inflection Business Consulting Inc. DBA Inflection Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Inflection Business Consulting Inc. DBA Inflection Advisors' 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 INFLECTION BUSINESS CONSULTING INC. DBA INFLECTION ADVISORS.

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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