How big is Custom Financial Design's plan?

Custom Financial Design's plan reported $261K in assets and 2 participants for 2024.

Original filing (PDF)20250623151042NAL0003802579001

Custom Financial Design

Name: Custom Financial Design — Custom Financial Design, Form 5500 (2024)
Creator: Custom Financial Design
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Custom Financial Design 401(k) P/S Plan

401(k) retirement plan · Custom Financial Design's Custom Financial Design 401(k) P/S Plan held $261K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$261K

Net assets (EOY)

$261K

People on this filing

Rebecca Kennell signed Custom Financial Design's 2024 Form 5500 as plan administrator.

Rebecca Kennell — 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

Custom Financial Design's EIN is 90-0179657.

EIN 90-0179657

Plan number 001

Plan year 2024

ACK ID 20250623151042NAL0003802579001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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