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Original filing (PDF)20240604124506NAL0041363522001

VTECH COMMUNICATIONS, INC.

Form 5500
FILING_RECEIVED
VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE
Health & welfare plan
Signals · 1
Late filing · 3.6 mo
Active participants
0
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
85
/ 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
86
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 3.6 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VTECH COMMUNICATIONS, INC..
Plan sponsor
Name
VTECH COMMUNICATIONS, INC.
EIN
93-1008229
Address
9020 SW WASHINGTON SQUARE RD · SUITE 555 · TIGARD, OR · 97223
Phone
(510) 596-6766
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-04-01
Tax period
2023-03-31
Filed
2024-06-04
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Broker
1
NameEINLocationRelationDirect compIndirect comp
DAVIDSON BENEFITS AN ALERA AGENCY93-1263635BROKER$66K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
HEALTH EQUITY52-2383166CONTRACT ADMINISTRATOR$7K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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