Original filing (PDF)20250502190104NAL0004866897001

ACCUFY ANALYTICS, LLC

Name: ACCUFY ANALYTICS, LLC — ACCUFY ANALYTICS RETIREMENT PLAN, Form 5500 (2024)
Creator: ACCUFY ANALYTICS, LLC

Form 5500-SF

FILING_RECEIVED

ACCUFY ANALYTICS RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.2M

Net assets (EOY)

$20.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCUFY ANALYTICS, LLC.

Plan sponsor

Name

ACCUFY ANALYTICS, LLC

EIN

82-4313135

Address

222 EAST CARRILLO STREET · SUITE 310 · SANTA BARBARA, CA · 93101

Phone

(805) 963-0776

Industry

Data Processing, Hosting· Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-02

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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