How big is Puzzle Financial Inc.'s plan?

Puzzle Financial Inc.'s plan reported $1.3M in assets and 46 participants for 2024.

Original filing (PDF)20250718122235NAL0000881315001

Puzzle Financial Inc.

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

Form 5500-SF

FILING_RECEIVED

Puzzle Financial Inc. 401(k) Plan

401(k) retirement plan · Puzzle Financial Inc.'s Puzzle Financial Inc. 401(k) Plan held $1.3M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Marcus Bowie signed Puzzle Financial 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

Puzzle Financial Inc.'s EIN is 84-2832808.

EIN 84-2832808

Plan number 001

Plan year 2024

ACK ID 20250718122235NAL0000881315001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off