How big is Funnel Reach's plan?

Funnel Reach's plan reported $50K in assets and 4 participants for 2024.

Original filing (PDF)20250718085603NAL0002042400001

Funnel Reach

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

Form 5500-SF

FILING_RECEIVED

Funnel Reach 401(k) Plan

401(k) retirement plan · Funnel Reach's Funnel Reach 401(k) Plan held $50K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

People on this filing

Marcus Bowie signed Funnel Reach'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

Funnel Reach's EIN is 84-3559233.

EIN 84-3559233

Plan number 001

Plan year 2024

ACK ID 20250718085603NAL0002042400001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Funnel Reach's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

FUNNEL REACH

EIN

all filings

Address

9815 CARROLL CANYON RD · STE 202 · SAN DIEGO, CA · 92131

Phone

(858) 945-6981

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

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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