Back to filter
Original filing (PDF)20250902103134NAL0014155857001
DOCEO OFFICE SOLUTIONS, LLC DBA DOCEO
Form 5500-SF
FILING_RECEIVED
DOCEO 401K PLAN
401(k) retirement plan
Active participants
55
Accounts w/ balance
62
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOCEO OFFICE SOLUTIONS, LLC DBA DOCEO.
Plan sponsor
Name
DOCEO OFFICE SOLUTIONS, LLC DBA DOCEO
EIN
20-1861997
Address
255 ST. CHARLES WAY · YORK, PA · 17402
Phone
(717) 482-5203
Industry
Retail Tradesee all
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
2025-09-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
MAGEE OFFICE EQUIPMENT, INC.
MAGEE OFFICE EQUIPMENT, INC. PROFIT SHARING 401(K) PLAN
$3.7M · 21 participants
MARSHFIELD BOOK & STATIONERY, INC.
MARSHFIELD BOOK & STATIONERY, INC. PROFIT SHARING PLAN
$3.8M · 14 participants
VICTOR LUNDEEN CO
VICTOR LUNDEEN CO 401(K) PROFIT SHARING PLAN & TRUST
$3.8M · 25 participants
ADVANCED BUSINESS EQUIPMENT, INC.
ADVANCED BUSINESS EQUIPMENT, INC. RETIREMENT PLAN
$3.8M · 22 participants
SIERRA OFFICE SYSTEMS & PRODUCTS, INC.
SIERRA OFFICE SYSTEMS & PRODUCTS, INC. 401(K) PLAN
$3.6M · 111 participants
GBP DIRECT INC
GBP DIRECT INC 401K PROFIT SHARING PLAN AND TRUST
$3.8M · 32 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B