Back to filter
Original filing (PDF)20250726223133NAL0000060435001
THEISS RESEARCH
Form 5500-SF
FILING_RECEIVED
THEISS RESEARCH 403(B)
403(b) retirement plan
Active participants
31
Accounts w/ balance
57
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THEISS RESEARCH.
Plan sponsor
Name
THEISS RESEARCH
EIN
65-1268370
Address
7411 EADS AVE · LA JOLLA, CA · 920375037
Phone
(858) 336-5461
Industry
Professional & Technical Servicessee 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
2025-07-26
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Professional & Technical Services plans
ARAVASC, INC.
ARAVASC, INC. 401(K) PLAN & TRUST
$3.8M · 1 participants
HUBBS-SEAWORLD RESEARCH INSTITUTE
HUBBS SEAWORLD RESEARCH INSTITITE 403(B) DC PLAN
$3.8M · 25 participants
SOLVIAS, INC.
SOLVIAS, INC. 401(K) PLAN
$3.8M · 60 participants
BIOMED VALLEY DISCOVERIES INC
BIOMED VALLEY DISCOVERIES INC 401(K)SAVINGS PLAN
$3.8M · 9 participants
FARASIS ENERGY USA, INC.
FARASIS ENERGY USA, INC. 401(K) P/S PLAN
$3.8M · 64 participants
BRIGHTSEED, INC
BRIGHTSEED, INC 401(K) PLAN
$3.8M · 48 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