How big is Refund Geeks LLC's plan?

Refund Geeks LLC's plan reported $451K in assets and 11 participants for 2024.

Original filing (PDF)20250721184858NAL0000789699001

Refund Geeks LLC

Name: Refund Geeks LLC — Form 5500 (2024)
Creator: Refund Geeks LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Refund Geeks LLC

401(k) retirement plan · Refund Geeks LLC held $451K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$451K

Net assets (EOY)

$451K

People on this filing

Nick Rice signed Refund Geeks LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Refund Geeks LLC's EIN is 82-0745989.

EIN 82-0745989

Plan number 001

Plan year 2024

ACK ID 20250721184858NAL0000789699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Refund Geeks LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Refund Geeks LLC'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 REFUND GEEKS LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

REFUND GEEKS LLC

EIN

all filings

Address

475 ALBERTO WAY STE 130 · LOS GATOS, CA · 95030

Phone

(408) 827-3999

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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