How big is Automated Accounts Inc.'s plan?

Automated Accounts Inc.'s plan reported $2.2M in assets and 20 participants for 2024.

Original filing (PDF)20250512161451NAL0017315969001

Automated Accounts Inc.

Name: Automated Accounts Inc. — Automated Accounts Inc., Form 5500 (2024)
Creator: Automated Accounts Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Automated Accounts Inc. 401(k) Plan

401(k) retirement plan · Automated Accounts Inc.'s Automated Accounts Inc. 401(k) Plan held $2.2M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Kaylee Woolard signed Automated Accounts Inc.'s 2024 Form 5500 as plan administrator.

Kaylee Woolard — 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

Automated Accounts Inc.'s EIN is 91-1453908.

EIN 91-1453908

Plan number 001

Plan year 2024

ACK ID 20250512161451NAL0017315969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUTOMATED ACCOUNTS INC..

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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