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MICHAEL WILLIAM MICHELSON — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250625130616NAL0008138705001
MICHAEL WILLIAM MICHELSON
Form 5500-SF
FILING_RECEIVED
MICHAEL WILLIAM MICHELSON
401(k) retirement plan
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$306K
Net assets (EOY)
$306K
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
MICHAEL WILLIAM MICHELSON
.
Find decision makers
Plan sponsor
Name
MICHAEL WILLIAM MICHELSON
EIN
84-3169185
Address
155 BOVET RD · STE 770 · SAN MATEO, CA · 94402
Phone
(650) 653-2406
Industry
Other Services (ex. Public Admin)
see 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
2025-06-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
CANADIAN PHARMACEUTICAL SERVIC
CANADIAN PHARMACEUTICAL SERVIC 401(K) PROFIT SHARING PLAN & TRUST
$306K · 3 participants
VASCULAR ANESTHESIA ASSOCIATES
VASCULAR ANESTHESIA ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
$306K · 9 participants
PREPBLAST LLC
PREPBLAST LLC 401(K) PROFIT SHARING PLAN & TRUST
$306K · 13 participants
WOODCHUCK TREE CARE, INC.
WOODCHUCK TREE CARE 401(K) PLAN
$306K · 8 participants
ARI KRAMER DMD PC
ARI KRAMER DMD PC 401(K) PROFIT SHARING PLAN & TRUST
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$307K · 7 participants
C & C LANDSCAPE & LAWNCARE, INC.
C & C LANDSCAPE & LAWNCARE, INC. 401(K) PROFIT SHARING PLAN
$307K · 9 participants
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$188.1B
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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
