· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MERTZ ENTERPRISES INC DBA DB SALES & SERVICE — DB SALES & SERVICE 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250923163355NAL0015339426001
MERTZ ENTERPRISES INC DBA DB SALES & SERVICE
Form 5500-SF
FILING_RECEIVED
DB SALES & SERVICE 401K PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
17
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
MERTZ ENTERPRISES INC DBA DB SALES & SERVICE
.
Find decision makers
Plan sponsor
Name
MERTZ ENTERPRISES INC DBA DB SALES & SERVICE
EIN
90-0627040
Address
2301 E. WINSTON RD. · ANAHEIM, CA · 92806
Phone
(714) 897-1036
Industry
All Other Professional Services
· Professional & Technical Services
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
2025-09-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
MANIFESTO AGENCY LLC
MANIFESTO AGENCY LLC RETIREMENT TRUST
$1.5M · 13 participants
PRO REPS SOLUTIONS LLC
PRO REPS SOLUTIONS, LLC 401(K) PLAN
$1.5M · 42 participants
REPI, LLC
REPI LLC 401(K) PROFIT SHARING PLAN
$1.5M · 54 participants
PACIFIC CUSTOM VIDEO PRODUCTIO
PACIFIC CUSTOM VIDEO PRODUCTIO 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 8 participants
CODEX TECHWORKS
CODEX TECHWORKS 401(K) PROFIT SHARING PLAN
$1.5M · 40 participants
80
Knocking points off
63% 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.
VIENNA CHANNEL MANAGEMENT LTD
VIENNA CHANNEL MANAGEMENT LTD 401(K) PLAN
$1.5M · 6 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
