How big is Instlo Inc.'s plan?

Instlo Inc.'s plan reported $137K in assets and 2 participants for 2025.

Original filing (PDF)20260414155134NAL0011185107001

Instlo Inc.

Name: Instlo Inc. — Instlo Inc. 401(k) Profit Sharing Plan, Form 5500 (2025)
Creator: Instlo Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Instlo Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Instlo Inc.'s Instlo Inc. 401(k) Profit Sharing Plan & Trust held $137K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

People on this filing

THAD Ortez signed Instlo Inc.'s 2025 Form 5500 as plan administrator.

THAD Ortez — 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

Instlo Inc.'s EIN is 83-2203172.

EIN 83-2203172

Plan number 001

Plan year 2025

ACK ID 20260414155134NAL0011185107001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Instlo Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Instlo 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

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