· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GEARSHIFT, INC. — GEARSHIFT, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250605124640NAL0011890785001
GEARSHIFT, INC.
Form 5500-SF
FILING_RECEIVED
GEARSHIFT, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
14
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
GEARSHIFT, INC.
.
Find decision makers
Plan sponsor
Name
GEARSHIFT, INC.
EIN
46-4610183
Address
930 W. 16TH ST., SUITE E2 · COSTA MESA, CA · 92627
Phone
(949) 734-7460
Industry
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
2025-06-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
FUEL MARKETING, LLC
FUEL MARKETING SAFE HARBOR 401(K) PLAN
$1.8M · 15 participants
WHITE RHINO PRODUCTIONS, INC.
WHITE RHINO PRODUCTIONS, INC. 401K PLAN
$1.8M · 7 participants
CONSORTIUM 360, LLC
CONSORTIUM 360 401(K) PLAN
$1.8M · 9 participants
MARLO MARKETING COMMUNICATIONS
MARLO MARKETING COMMUNICATIONS 401(K) PLAN
$1.8M · 16 participants
SALTWATER COLLECTIVE LLC
SALTWATER COLLECTIVE 401(K) PLAN
$1.8M · 42 participants
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.
CLASSIC EXHIBITS INC.
CLASSIC EXHIBITS 401(K) PLAN
$1.8M · 88 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
