Original filing (PDF)20250708125906NAL0003985649001

Companion Systems Design and Manufacturing, Inc.

Name: Companion Systems Design and Manufacturing, Inc. — Form 5500 Plan 001 (2024)
Creator: Companion Systems Design and Manufacturing, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Companion Systems 401(k) Plan

401(k) retirement plan · Companion Systems Design and Manufacturing, Inc.'s Companion Systems 401(k) Plan held $4.9M in plan assets for 148 participants in 2024.

Signals · 1

No auditor on file

Active participants

148

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Companion Systems Design and Manufacturing, Inc.'s EIN is 87-0686356.

EIN 87-0686356

Plan number 001

Plan year 2024

ACK ID 20250708125906NAL0003985649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Companion Systems Design and Manufacturing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Companion Systems Design and Manufacturing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPANION SYSTEMS DESIGN AND MANUFACTURING, INC..

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score