How big is Present to Connect, Inc.'s plan?

Present to Connect, Inc.'s plan reported $702K in assets and 4 participants for 2025.

Original filing (PDF)20260428163318NAL0009962961001

Present to Connect, Inc.

Name: Present to Connect, Inc. — Present to Connect, Inc., Form 5500 (2025)
Creator: Present to Connect, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Present to Connect, Inc. 401(k) Plan

401(k) retirement plan · Present to Connect, Inc.'s Present to Connect, Inc. 401(k) Plan held $702K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$702K

Net assets (EOY)

$702K

People on this filing

Joe Vasconcellos signed Present to Connect, Inc.'s 2025 Form 5500 as plan administrator.

Joe Vasconcellos — 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

Present to Connect, Inc.'s EIN is 82-3969057.

EIN 82-3969057

Plan number 001

Plan year 2025

ACK ID 20260428163318NAL0009962961001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Present to Connect, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

PRESENT TO CONNECT, INC.

EIN

all filings

Address

6265 GREENWICH DRIVE · SUITE 205 · SAN DIEGO, CA · 92122

Phone

(619) 850-7927

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator