How big is 2961 State St Inc.'s plan?

2961 State St Inc.'s plan reported $63K in assets and 100 participants for 2022.

Original filing (PDF)20230620181030NAL0088577634001

2961 State St Inc.

Name: 2961 State St Inc. — 2961 State St. Inc. 401(k), Form 5500 (2022)
Creator: 2961 State St Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

2961 State St. Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · 2961 State St Inc.'s 2961 State St. Inc. 401(k) Profit Sharing Plan & Trust held $63K in plan assets for 100 participants in 2022.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

People on this filing

Randi Jones signed 2961 State St Inc.'s 2022 Form 5500 as plan administrator.

Randi Jones — 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

2961 State St Inc.'s EIN is 81-3488679.

EIN 81-3488679

Plan number 001

Plan year 2022

ACK ID 20230620181030NAL0088577634001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for 2961 State St Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

2961 State St Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 2961 STATE ST INC.

Finding similar companies…

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score