Original filing (PDF)20241018070044NAL0056960368001

Activated Insights, Inc.

Name: Activated Insights, Inc. — Activated Insights, Inc., Form 5500 (2023)
Creator: Activated Insights, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Activated Insights, Inc. 401(k) Plan

401(k) retirement plan · Activated Insights, Inc.'s Activated Insights, Inc. 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ACTIVATED INSIGHTS, INC.

EIN

82-3046374all filings

Address

1722 ROUTH STREET · 900 · DALLAS, TX · 75201

Phone

(208) 709-5506

Industry

Outpatient Care Centers· Health Care & Social Assistance

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-27

Filed

2024-10-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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