How big is Tackle AI, LLC's plan?

Tackle AI, LLC's plan reported $224K in assets and 38 participants for 2024.

Original filing (PDF)20250718150259NAL0000918883001

Tackle AI, LLC

Name: Tackle AI, LLC — Tackleai 401(k) Plan, Form 5500 (2024)
Creator: Tackle AI, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tackleai 401(k) Plan

401(k) retirement plan · Tackle AI, LLC's Tackleai 401(k) Plan held $224K in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

People on this filing

Marcus Bowie signed Tackle AI, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Tackle AI, LLC's EIN is 82-1878626.

EIN 82-1878626

Plan number 001

Plan year 2024

ACK ID 20250718150259NAL0000918883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tackle AI, 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 TACKLE AI, LLC.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

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

Plan sponsor

Name

TACKLE AI, LLC

EIN

all filings

Address

475 N. MARTINGALE ROAD · 1050 · SCHAUMBURG, IL · 60173

Phone

(630) 222-5090

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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