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Original filing (PDF)20250923010632NAL0008527298001
WITS SOLUTIONS, INC
Form 5500
FILING_RECEIVED
WITS SOLUTIONS, INC. HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 2
~12123 bps in Sched C feesNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
—
Plan assets (EOY)
$66K
Net assets (EOY)
-$13K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 12123 bps in Schedule C fees — 7573% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WITS SOLUTIONS, INC.
Plan sponsor
Name
WITS SOLUTIONS, INC
EIN
26-3877344
Address
1528 SOUTH EL CAMINO REAL, SUITE407 · SAN MATEO, CA · 94402
Phone
(650) 341-0306
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
INEICH & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC. | 33-0330036 | — | NONE | $35K | — |
| INEICH & COMPANY, LLP | 56-2552172 | — | NONE | $21K | — |
| FCE BENEFIT ADMINISTRATORS, INC. | 33-0330036 | — | NONE | $9K | — |
| BUSINESS BENEFITS GROUP | 54-1769053 | — | NONE | $8K | — |
| FIDUCIARY PLAN MANAGEMENT SERVICES | 46-3922133 | — | NONE | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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