How big is Primary Record's plan?

Primary Record's plan reported $182K in assets and 2 participants for 2025.

Original filing (PDF)20260429221103NAL0006441395029

Primary Record

Name: Primary Record — Primary Record 401(k) Plan, Form 5500 (2025)
Creator: Primary Record
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Primary Record 401(k) Plan

401(k) retirement plan · Primary Record's Primary Record 401(k) Plan held $182K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$182K

Net assets (EOY)

$182K

People on this filing

Elantha Barry signed Primary Record's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Primary Record's EIN is 85-1699593.

EIN 85-1699593

Plan number 001

Plan year 2025

ACK ID 20260429221103NAL0006441395029

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Primary Record'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 PRIMARY RECORD.

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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

Knocking points off