Original filing (PDF)20250728084013NAL0000633235001

PRESET INC

Name: PRESET INC — PRESET INC 401(K) PLAN, Form 5500 (2024)
Creator: PRESET INC

Form 5500-SF

FILING_RECEIVED

PRESET INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESET INC.

Plan sponsor

Name

PRESET INC

EIN

83-2868036

Address

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

Phone

(650) 590-9566

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

RUNWELL SOLUTIONS, INC.

RUNWELL SOLUTIONS, INC. 401(K) PLAN

$2.2M · 20 participants

EMBRACE MOBILE, INC

EMBRACE MOBILE 401(K) PLAN

$2.2M · 32 participants

CASPEX CORP.

CASPEX CORP. RETIREMENT TRUST

$2.2M · 64 participants

MLOGIC CONSULTING, INC.

MLOGIC CONSULTING, INC. CASH BALANCE PENSION PLAN

$2.2M · 3 participants

M & K RECOVERY GROUP, INC.

M & K RECOVERY GROUP, INC. 401(K) PLAN

$2.2M · 13 participants