How big is Passport Unlimited ,Inc.'s plan?

Passport Unlimited ,Inc.'s plan reported $6.0M in assets and 25 participants for 2024.

Original filing (PDF)20250528060427NAL0006733473001

Passport Unlimited ,Inc.

Name: Passport Unlimited ,Inc. — Storehouse Multiple, Form 5500 (2024)
Creator: Passport Unlimited ,Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Storehouse Multiple Employer Plan Adopted by Passport Unlimited, Inc.

401(k) retirement plan · Passport Unlimited ,Inc.'s Storehouse Multiple Employer Plan Adopted by Passport Unlimited, Inc. held $6.0M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Tammy Julian signed Passport Unlimited ,Inc.'s 2024 Form 5500 as plan administrator.

Tammy Julian — 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

Passport Unlimited ,Inc.'s EIN is 91-1143040.

EIN 91-1143040

Plan number 002

Plan year 2024

ACK ID 20250528060427NAL0006733473001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Passport Unlimited ,Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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