How big is Preset Inc.'s plan?

Preset Inc.'s plan reported $2.2M in assets and 12 participants for 2024.

Original filing (PDF)20250728084013NAL0000633235001

Preset Inc.

Name: Preset Inc. — Preset Inc. 401(k) Plan, Form 5500 (2024)
Creator: Preset Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preset Inc. 401(k) Plan

401(k) retirement plan · Preset Inc.'s Preset Inc. 401(k) Plan held $2.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Marcus Bowie signed Preset Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Preset Inc.'s EIN is 83-2868036.

EIN 83-2868036

Plan number 001

Plan year 2024

ACK ID 20250728084013NAL0000633235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Preset Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PRESET INC

EIN

all filings

Address

107 S B STREET · STE 220 · SAN MATEO, CA · 94401

Phone

(650) 590-9566

Industry

Professional & Technical Services

Plan administrator