How big is Customfit Concierge's plan?

Customfit Concierge's plan reported $264K in assets and 8 participants for 2024.

Original filing (PDF)20250707202823NAL0005684144001

Customfit Concierge

Name: Customfit Concierge — Customfit Concierge 401(k), Form 5500 (2024)
Creator: Customfit Concierge
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Customfit Concierge 401(k) Plan

401(k) retirement plan · Customfit Concierge's Customfit Concierge 401(k) Plan held $264K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

Plan identifiers

Customfit Concierge's EIN is 82-4106666.

EIN 82-4106666

Plan number 001

Plan year 2024

ACK ID 20250707202823NAL0005684144001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Customfit Concierge's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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