How big is Middesk Inc.'s plan?

Middesk Inc.'s plan reported $3.3M in assets and 88 participants for 2024.

Original filing (PDF)20250417220535NAL0002891728023

Middesk Inc.

Name: Middesk Inc. — Middesk 401(k) Plan, Form 5500 (2024)
Creator: Middesk Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Middesk 401(k) Plan

401(k) retirement plan · Middesk Inc.'s Middesk 401(k) Plan held $3.3M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

QIAN LIU signed Middesk Inc.'s 2024 Form 5500 as plan administrator.

QIAN LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Middesk Inc.'s EIN is 37-1883180.

EIN 37-1883180

Plan number 001

Plan year 2024

ACK ID 20250417220535NAL0002891728023

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Middesk Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Middesk Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MIDDESK INC.

EIN

all filings

Address

85 2ND STREET · SUITE 710 · SAN FRANCISCO, CA · 94105

Phone

(415) 294-1932

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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

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