How big is Storyfi, LLC's plan?

Storyfi, LLC's plan reported $898K in assets and 8 participants for 2024.

Original filing (PDF)20250718145907NAL0003252226001

Storyfi, LLC

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

Form 5500-SF

FILING_RECEIVED

Storyfi, LLC 401(k) Plan

401(k) retirement plan · Storyfi, LLC's Storyfi, LLC 401(k) Plan held $898K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$898K

Net assets (EOY)

$898K

People on this filing

Marcus Bowie signed Storyfi, 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

Storyfi, LLC's EIN is 92-1618724.

EIN 92-1618724

Plan number 001

Plan year 2024

ACK ID 20250718145907NAL0003252226001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Storyfi, LLC'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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

STORYFI, LLC

EIN

all filings

Address

PO BOX 288 · NOVI, MI · 48376

Phone

(313) 718-1020

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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