· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MAILSPEC INCORPORATED — MAILSPEC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240514220200NAL0048382721030
MAILSPEC INCORPORATED
Form 5500-SF
FILING_RECEIVED
MAILSPEC 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$140K
Net assets (EOY)
$140K
Plan health score (directional)
86
/ 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
MAILSPEC INCORPORATED
.
Find decision makers
Plan sponsor
Name
MAILSPEC INCORPORATED
EIN
85-2650478
Address
2219 MAIN STREET · SUITE 5 · SANTA MONICA, CA · 90405
Phone
(415) 569-2280
Industry
Professional & Technical Services
see all
Plan administrator
Name
GUIDELINE, INC.
EIN
47-4474775
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
P2 SOLUTIONS GROUP
P2 SOLUTIONS GROUP 401(K) P/S PLAN
$140K
GOLDEN SECTION TECHNOLOGY, LLC
GOLDEN SECTION 401(K) PLAN
$140K · 11 participants
GETTER MASONRY, LLP
GETTER MASONRY, LLP RETIREMENT TRUST
$140K · 21 participants
REEF CONSULTING, LLC
REEF CONSULTING, LLC 401(K) RETIREMENT PLAN
$140K · 2 participants
GONZ MANAGEMENT LLC
GONZ MANAGEMENT LLC 401(K) PLAN
$140K · 4 participants
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HEITECH SERVICES, INC.
HEITECH SERVICES, INC. HEALTH AND WELFARE PLAN
$140K · 191 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
