· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PERFORMANCE TECHNICAL DOCUMENTATION SERV — PERFORMANCE TECHNICAL DOCUMENTATION SERV 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250404010354NAL0018698304001
PERFORMANCE TECHNICAL DOCUMENTATION SERV
Form 5500-SF
FILING_RECEIVED
PERFORMANCE TECHNICAL DOCUMENTATION SERV 401K PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
5
Plan assets (EOY)
$174K
Net assets (EOY)
$174K
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PERFORMANCE TECHNICAL DOCUMENTATION SERV
.
Find decision makers
Plan sponsor
Name
PERFORMANCE TECHNICAL DOCUMENTATION SERV
EIN
27-2690955
Address
5235 MISSION OAKS BLVD # 346 · CAMARILLO, CA · 93012
Phone
(805) 322-3141
Industry
Admin Support & Waste Mgmt
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
2025-04-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 Admin Support & Waste Mgmt plans
DIGITAL TRANSCRIPTION SYSTEMS, INC.
DIGITAL TRANSCRIPTION SYSTEMS, INC 401(K) PLAN
$176K · 44 participants
ACCU-MED BILLING SOLUTIONS, INC.
ACCU-MED BILLING SOLUTIONS, INC. 401K PLAN
$172K · 9 participants
PG INC
TECHNO GOOBERS 401K
$177K · 9 participants
FORTITUDE CAPITAL LLC
FORTITUDE CAPITAL LLC 401K PLAN
$178K · 6 participants
EXCEPTIONAL FAMILY CENTER
EXCEPTIONAL FAMILY CENTER
$168K · 15 participants
65
Knocking points off
Only 29% as many balances as active participants — suggests many active employees aren't deferring.
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.
M D BLAKE CPA INC
MD BLAKE CPA 401K PLAN
$185K · 4 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
