How big is Letterstream Inc.'s plan?

Letterstream Inc.'s plan reported $3.6M in assets and 33 participants for 2024.

Original filing (PDF)20250728090249NAL0002560224001

Letterstream Inc.

Name: Letterstream Inc. — Letterstream Inc. 401(k) Profit, Form 5500 (2024)
Creator: Letterstream Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Letterstream Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Letterstream Inc.'s Letterstream Inc. 401(k) Profit Sharing Plan & Trust held $3.6M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

David Patterson signed Letterstream Inc.'s 2024 Form 5500 as plan administrator.

David Patterson — 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

Letterstream Inc.'s EIN is 20-0322180.

EIN 20-0322180

Plan number 001

Plan year 2024

ACK ID 20250728090249NAL0002560224001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Letterstream Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

LETTERSTREAM INC

EIN

all filings

Address

8551 E ANDERSON DR STE 108 · SCOTTSDALE, AZ · 852555451

Phone

(480) 473-3282

Industry

Other Services (ex. Public Admin)

Plan administrator