How big is Saddleback Surveys, Inc.'s plan?

Saddleback Surveys, Inc.'s plan reported $2.2M in assets and 7 participants for 2024.

Original filing (PDF)20250728225259NAL0002116689001

Saddleback Surveys, Inc.

Name: Saddleback Surveys, Inc. — Saddleback Surveys, Inc., Form 5500 (2024)
Creator: Saddleback Surveys, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Saddleback Surveys, Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · Saddleback Surveys, Inc.'s Saddleback Surveys, Inc. Defined Benefit Pension Plan held $2.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Kathleen Tetreault signed Saddleback Surveys, Inc.'s 2024 Form 5500 as plan administrator.

Kathleen Tetreault — 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

Saddleback Surveys, Inc.'s EIN is 20-2565476.

EIN 20-2565476

Plan number 002

Plan year 2024

ACK ID 20250728225259NAL0002116689001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Saddleback Surveys, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SADDLEBACK SURVEYS, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score