How big is Theiss Research's plan?

Theiss Research's plan reported $3.8M in assets and 31 participants for 2024.

Original filing (PDF)20250726223133NAL0000060435001

Theiss Research

Name: Theiss Research — Theiss Research 403(b), Form 5500 (2024)
Creator: Theiss Research
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Theiss Research 403(b)

403(b) retirement plan · Theiss Research's Theiss Research 403(b) held $3.8M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Jurgen Theiss signed Theiss Research's 2024 Form 5500 as plan administrator.

Jurgen Theiss — 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

Theiss Research's EIN is 65-1268370.

EIN 65-1268370

Plan number 001

Plan year 2024

ACK ID 20250726223133NAL0000060435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Theiss Research's plan includes 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THEISS RESEARCH.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

THEISS RESEARCH

EIN

all filings

Address

7411 EADS AVE · LA JOLLA, CA · 920375037

Phone

(858) 336-5461

Industry

Professional & Technical Services

Plan administrator