How big is Storytelling With Data, LLC's plan?

Storytelling With Data, LLC's plan reported $1.6M in assets and 6 participants for 2025.

Original filing (PDF)20260409220200NAL0016784848033

Storytelling With Data, LLC

Name: Storytelling With Data, LLC — Storytelling With Data, Form 5500 (2025)
Creator: Storytelling With Data, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Storytelling With Data 401(k) Plan

401(k) retirement plan · Storytelling With Data, LLC's Storytelling With Data 401(k) Plan held $1.6M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Elantha Barry signed Storytelling With Data, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Storytelling With Data, LLC's EIN is 82-0884684.

EIN 82-0884684

Plan number 001

Plan year 2025

ACK ID 20260409220200NAL0016784848033

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Storytelling With Data, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Storytelling With Data, LLC'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 STORYTELLING WITH DATA, 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

STORYTELLING WITH DATA, LLC

EIN

all filings

Address

7815 N RIVER RD. · RIVER HILLS, WI · 53217

Phone

(650) 630-9973

Industry

Data Processing, Hosting· Information / Tech / Media

Plan administrator