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Original filing (PDF)20250307092246NAL0018377872001
TUCCI LEARNING SOLUTIONS, INC.
Form 5500-SF
FILING_RECEIVED
TUCCI 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
135
Accounts w/ balance
14
Plan assets (EOY)
$109K
Net assets (EOY)
$109K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 10% as many balances as active participants — suggests many active employees aren't deferring.
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 TUCCI LEARNING SOLUTIONS, INC..
Plan sponsor
Name
TUCCI LEARNING SOLUTIONS, INC.
EIN
77-0562654
Address
3180 IMJIN RD. · STE.149 · MARINA, CA · 93933
Phone
(831) 786-0600
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
BDH PENSION, INC.
EIN
86-1714305
City
NEWBURY PARK, CA
Phone
(805) 544-1112
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-07
Pension benefit codes
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 providersRelated plans
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