· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DESTINATION ANALYSTS — DESTINATION ANALYSTS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240613132533NAL0048943312001
DESTINATION ANALYSTS
Form 5500-SF
FILING_RECEIVED
DESTINATION ANALYSTS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
23
Accounts w/ balance
22
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DESTINATION ANALYSTS
.
Find decision makers
Plan sponsor
Name
DESTINATION ANALYSTS
EIN
20-0033382
Address
1304 LOMBARD ST APT 8 · SAN FRANCISCO, CA · 941091464
Phone
(415) 307-3283
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
THE MAIA STRATEGY GROUP, LLC
MAIA 401(K) PLAN
$1.7M · 9 participants
ECOMMERGE INC
ECOMMERGE INC 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 8 participants
CRS MANAGEMENT GROUP, LLC
CRS MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLAN
$1.7M · 16 participants
GEBEN COMMUNICATION
GEBEN COMMUNICATION 401(K) PROFIT SHARING PLAN
$1.7M · 23 participants
WARD RESEARCH, INC.
WARD RESEARCH, INC., 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 13 participants
ORION STRATEGIES, LLC
ORION STRATEGIES, LLC 401(K) PLAN
$1.7M · 22 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
