Original filing (PDF)20241219133030NAL0004447425013

FUNDID, INC

Name: FUNDID, INC — FUNDID, INC 401(K) PLAN, Form 5500 (2023)
Creator: FUNDID, INC

Form 5500-SF

FILING_RECEIVED

FUNDID, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUNDID, INC.

Plan sponsor

Name

FUNDID, INC

EIN

86-3481173

Address

1515 E BROADWAY ST · MISSOULA, MT · 59802

Phone

(406) 830-0092

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-17

Filed

2024-12-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

AMERICAN ADVISORY SOLUTIONS LLC

AMERICAN ADVISORY SOLUTIONS LLC 401(K) PLAN

XIAOBO NI

XIAOBO NI PENSION PLAN

LOANFRONT, LLC

LOANFRONT, LLC 401(K) PLAN

MARYWIDNER INSURANCE

MARY WIDNER AGENCY, INC 401K PROFIT SHARING PLAN AND TRUST

BLUESTAR MORTGAGE INC.

BLUESTAR MORTGAGE INC. 401(K) P/S PLAN