Original filing (PDF)20250103121423NAL0006009296001

211INFO

Name: 211INFO — 211INFO RETIREMENT PLAN, Form 5500 (2023)
Creator: 211INFO

Form 5500-SF

FILING_RECEIVED

211INFO RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

155

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 211INFO.

Plan sponsor

Name

211INFO

EIN

93-0784586

Address

7535 NE AMBASSADOR PLACE · SUITE B · PORTLAND, OR · 972206807

Phone

(503) 226-3099

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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