How big is Activest, LLC's plan?

Activest, LLC's plan reported $65K in assets and 4 participants for 2024.

Original filing (PDF)20250717140205NAL0000399617001

Activest, LLC

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

Form 5500-SF

FILING_RECEIVED

Activest 401(k) Plan

401(k) retirement plan · Activest, LLC's Activest 401(k) Plan held $65K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

People on this filing

Marcus Bowie signed Activest, LLC'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

Activest, LLC's EIN is 85-2644303.

EIN 85-2644303

Plan number 001

Plan year 2024

ACK ID 20250717140205NAL0000399617001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Activest, LLC'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 ACTIVEST, LLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ACTIVEST, LLC

EIN

all filings

Address

712 H ST NE UNIT 993 · UNIT #993 · WASHINGTON, DC · 20002

Phone

(919) 699-1964

Industry

Finance & Insurance

Plan administrator