How big is Nerdio Inc.'s plan?

Nerdio Inc.'s plan reported $3.6M in assets and 158 participants for 2024.

Original filing (PDF)20250718115914NAL0001670913001

Nerdio Inc.

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

Form 5500-SF

FILING_RECEIVED

Nerdio 401(k) Plan

401(k) retirement plan · Nerdio Inc.'s Nerdio 401(k) Plan held $3.6M in plan assets for 158 participants in 2024.

Signals · 1

No auditor on file

Active participants

158

Accounts w/ balance

154

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Marcus Bowie signed Nerdio Inc.'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

Nerdio Inc.'s EIN is 82-4527413.

EIN 82-4527413

Plan number 001

Plan year 2024

ACK ID 20250718115914NAL0001670913001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Helping the score

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

Plan sponsor

Name

NERDIO INC

EIN

all filings

Address

7061 N KEDZIE · SUITE 515 · CHICAGO, IL · 60645

Phone

(224) 369-4209

Industry

Data Processing, Hosting· Information / Tech / Media

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

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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