· 2022–2024 · DOL EFAST2

COMP-E-WARE TECHNOLOGY ASSOCIA — COMP-E-WARE TECHNOLOGY ASSOCIA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250422122157NAL0006420544001

COMP-E-WARE TECHNOLOGY ASSOCIA

Form 5500-SF

FILING_RECEIVED

COMP-E-WARE TECHNOLOGY ASSOCIA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

13

Accounts w/ balance

5

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

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

48

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMP-E-WARE TECHNOLOGY ASSOCIA.

Plan sponsor

Name

COMP-E-WARE TECHNOLOGY ASSOCIA

EIN

75-2868593all filings

Address

450 N KIMBALL AVE STE 100 · SOUTHLAKE, TX · 760926972

Phone

(214) 905-1198

Industry

All Other Professional Services· 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

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size All Other Professional Services plans

STEVEN KRONOWITZ PLASTIC SURGE

STEVEN KRONOWITZ PLASTIC SURGE 401(K) PROFIT SHARING PLAN & TRUST

$147K · 3 participants

V.S. ASSOCIATES, INC.

V.S. ASSOCIATES, INC. 401(K) PLAN

$147K · 5 participants

BRUNSWICK AUTO RECYCLING LLC

BRUNSWICK AUTO RECYCLING LLC 401(K) PROFIT SHARING PLAN & TRUST

$147K · 4 participants

FERNANDENO TATAVIAM BAND OF MI

FERNANDENO TATAVIAM BAND OF MI 401(K) PROFIT SHARING PLAN & TRUST

$147K · 26 participants

SAGEPRESENCE, LLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.