Original filing (PDF)20251008084255NAL0003134083002

FINDEC BENEFIT SERVICES, INC. AS THE POOLED PLAN PROVIDER

Name: FINDEC BENEFIT SERVICES, INC. AS THE POOLED PLAN PROVIDER — FINDEC BASIC PEP 401(K) PLAN, Form 5500 (2024)
Creator: FINDEC BENEFIT SERVICES, INC. AS THE POOLED PLAN PROVIDER

Form 5500

FILING_RECEIVED

FINDEC BASIC PEP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

6 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINDEC BENEFIT SERVICES, INC. AS THE POOLED PLAN PROVIDER.

Plan sponsor

Name

FINDEC BENEFIT SERVICES, INC. AS THE POOLED PLAN PROVIDER

EIN

85-3986400all filings

Address

1776 W. MARCH LANE · SUITE 190 · STOCKTON, CA · 95207

Phone

(209) 951-8956

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

101

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2W · Pooled employer plan (PEP)

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

6 pooled funds· $139K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
T. ROWE PRICE RETIREMENT 2035TR T. ROWE PRICE TRUST CO · EIN 36-7595013 / PN 001	Common Collective Trust	$70K	50.3%
T. ROWE PRICE RETIREMENT 2030TR T. ROWE PRICE TRUST CO · EIN 38-7010946 / PN 001	Common Collective Trust	$31K	22.1%
T. ROWE PRICE RETIREMENT 2060 TR T. ROWE PRICE TRUST CO · EIN 47-1088316 / PN 001	Common Collective Trust	$20K	14.6%
T. ROWE PRICE RETIREMENT 2065 TR T. ROWE PRICE TRUST CO · EIN 85-1763138 / PN 001	Common Collective Trust	$13K	9.7%
T. ROWE PRICE RETIREMENT 2045 TR T. ROWE PRICE TRUST CO · EIN 32-6199848 / PN 001	Common Collective Trust	$4K	3.2%
T. ROWE PRICE RETIREMENT 2050 TR T. ROWE PRICE TRUST CO · EIN 30-6303214 / PN 001	Common Collective Trust	$0	<0.1%