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TECHNOLOGY & PATENT RESEARCH INTERNATIONAL, INC. — TECHNOLOGY & PATENT RESEARCH 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250925221659NAL0020566946001
TECHNOLOGY & PATENT RESEARCH INTERNATIONAL, INC.
Form 5500-SF
FILING_RECEIVED
TECHNOLOGY & PATENT RESEARCH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
12
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
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
TECHNOLOGY & PATENT RESEARCH INTERNATIONAL, INC.
.
Find decision makers
Plan sponsor
Name
TECHNOLOGY & PATENT RESEARCH INTERNATIONAL, INC.
EIN
33-0704046
Address
17055 VIA DEL CAMPO, SUITE 200 · SAN DIEGO, CA · 92127
Phone
(858) 592-6957
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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ANESTHESIA FINANCIAL SOLUTIONS
ANESTHESIA FINANCIAL SOLUTIONS 401(K) PROFIT SHARING PLAN TRUST
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.
$3.9M · 47 participants
HUFFMAN-BROADWAY GROUP, INC.
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