· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INTEGRATED MARKETING GROUP, LLC — INTEGRATED MARKETING GROUP, LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008135942NAL0013931298001
INTEGRATED MARKETING GROUP, LLC
Form 5500-SF
FILING_RECEIVED
INTEGRATED MARKETING GROUP, LLC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
INTEGRATED MARKETING GROUP, LLC
.
Find decision makers
Plan sponsor
Name
INTEGRATED MARKETING GROUP, LLC
EIN
83-0386135
Address
528 W. BRIARDALE AVENUE · ORANGE, CA · 92865
Phone
(714) 771-2401
Industry
Wholesale Trade
see all
Plan administrator
Name
PINNACLE PLAN DESIGN, LLC
EIN
20-3970947
City
TUCSON, AZ
Phone
(520) 618-1305
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providers
Related plans
Similar-size Wholesale Trade plans
ROBERT M. HILBERTS, INC.
ROBERT M. HILBERTS, INC. PROFIT SHARING PLAN
$1.4M · 6 participants
M & S DENTAL SUPPLY CO., LLC
M & S DENTAL SUPPLY CO., LLC 401(K)/PROFIT SHARING PLAN
$1.4M
J & K ELECTRONICS, INC. DBA M3 TECHNOLOGY
THE M3 TECHNOLOGY 401(K) PROFIT SHARING PLAN
$1.4M · 24 participants
WAYNE VAUGHN EQUIPMENT CO., INC.
WAYNE VAUGHN EQUIPMENT CO., INC. EMPLOYER PLAN AND TRUST
$1.4M · 16 participants
CYPRESS INTERNATIONAL
CYPRESS INTERNATIONAL RETIREMENT PLAN
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.
$1.4M · 7 participants
CENTRALIA COAL SALES COMPANY
CENTRALIA COAL SALES COMPANY PROFIT SHARING PLAN
$1.4M · 4 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
