Original filing (PDF)20250414145855NAL0001872161001

RECORDS BY MAIL LLC

Name: RECORDS BY MAIL LLC — RECORDS BY MAIL LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: RECORDS BY MAIL LLC

Form 5500-SF

FILING_RECEIVED

RECORDS BY MAIL LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RECORDS BY MAIL LLC.

Plan sponsor

Name

RECORDS BY MAIL LLC

EIN

27-1571304

Address

2541 NW 30TH AVE · PORTLAND, OR · 972102015

Phone

(503) 232-1735

Industry

Other Services (ex. Public Admin)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

2025-04-14

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 Other Services (ex. Public Admin) plans

INTERNATIONAL PREPAREDNESS ASS

INTERNATIONAL PREPAREDNESS ASS 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 28 participants

PLATINUM BEVERAGE INC.

PLATINUM BEVERAGE INC 401(K) PLAN

$1.0M · 3 participants

FINE LINE CONSTRUCTION, INC.

FINE LINE CONSTRUCTION, INC.401(K) PROFIT SHARING PLAN

$1.0M · 13 participants

SOUTH CENTRAL WORKFORCE INVESTMENT BOARD

SCWIB 401(K) PLAN

$1.0M · 17 participants

DJ DRUG CORP

DJ DRUG CORP 401(K) PROFIT SHARING PLAN & TRUST