· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ONSITE ERGONOMICS, INC — THE ONSITE ERGONOMICS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013203338NAL0004131138001
ONSITE ERGONOMICS, INC
Form 5500-SF
FILING_RECEIVED
THE ONSITE ERGONOMICS 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
6
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
ONSITE ERGONOMICS, INC
.
Find decision makers
Plan sponsor
Name
ONSITE ERGONOMICS, INC
EIN
20-3480439
Address
PO BOX 3938 · WALNUT CREEK, CA · 94598
Phone
(925) 673-3009
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
FERNANDEZ & KARNEY APLC
FERNANDEZ & KARNEY APLC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 10 participants
BLAZEGUARD PARTNERS INC.
BLAZEGUARD PARTNERS INC. 401(K) PROFIT SHARING PLAN
$1.8M · 88 participants
THE ESSENTIAL PLANNING GROUP, INC
THE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 11 participants
SHEPARD A. HYKEN
SHEP HYKEN RETIREMENT PLAN
$1.8M · 1 participants
PASCALE STEVENS, LLC
PASCALE STEVENS, LLC RETIREMENT 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 4 participants
BURTCH WORKS, LLC
BURTCH WORKS, LLC 401(K) AND RETIREMENT SAVINGS PLAN
$1.8M · 56 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
