Original filing (PDF)20230720142545NAL0007239746001

SALES BENCHMARK INDEX

Name: SALES BENCHMARK INDEX — SALES BENCHMARK INDEX 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: SALES BENCHMARK INDEX

Form 5500-SF

FILING_RECEIVED

SALES BENCHMARK INDEX 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 32.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALES BENCHMARK INDEX.

Plan sponsor

Name

SALES BENCHMARK INDEX

EIN

84-3890250

Address

2021 MCKINNEY AVE · SUITE 550 · DALLAS, TX · 75201

Phone

(888) 556-7338

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2019-01-01

Tax period

2019-12-31

Filed

2023-07-20

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

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