How big is Civicpulse's plan?

Civicpulse's plan reported $37K in assets and 7 participants for 2024.

Original filing (PDF)20250718140234NAL0001938017001

Civicpulse

Name: Civicpulse — Civicpulse 403(b) Retirement Plan, Form 5500 (2024)
Creator: Civicpulse
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Civicpulse 403(b) Retirement Plan

403(b) retirement plan · Civicpulse's Civicpulse 403(b) Retirement Plan held $37K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

People on this filing

Nathan Lee signed Civicpulse's 2024 Form 5500 as plan administrator.

Nathan Lee — 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

Civicpulse's EIN is 83-0553548.

EIN 83-0553548

Plan number 001

Plan year 2024

ACK ID 20250718140234NAL0001938017001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Civicpulse's plan includes automatic enrollment, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

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

Plan sponsor

Name

CIVICPULSE

EIN

all filings

Address

60 CARLSON ROAD, SUITE 17 · ROCHESTER, NY · 14610

Phone

(585) 520-1983

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

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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