· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
INQUIRING SYSTEMS INC — INQUIRING SYSTEMS INC 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250528051917NAL0004228083001
INQUIRING SYSTEMS INC
Form 5500-SF
FILING_RECEIVED
INQUIRING SYSTEMS INC 401K PLAN
401(k) retirement plan
Active participants
103
Accounts w/ balance
32
Plan assets (EOY)
$565K
Net assets (EOY)
$565K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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
INQUIRING SYSTEMS INC
.
Find decision makers
Plan sponsor
Name
INQUIRING SYSTEMS INC
EIN
94-2524840
Address
1275 4TH STREET #371 · SANTA ROSA, CA · 95404
Phone
(707) 939-3900
Industry
Other Services (ex. Public Admin)
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
2025-05-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
SAFETY COUNCIL OF PALM BEACH C
SAFETY COUNCIL OF PALM BEACH COUNTY, INC
$565K · 4 participants
PANHANDLE AREA COUNCIL, INC.
PANHANDLE AREA COUNCIL EMPLOYEES 401(K) PLAN
$565K · 10 participants
THE ARC OF SOUTHSIDE
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF SOUTHSIDE
$565K · 32 participants
SAN CLEMENTE INN HOME OWNERS ASSOCIATION, INC.
SAN CLEMENTE INN 401(K) PLAN
$565K · 14 participants
THE LONG ISLAND BUILDING INSTITUTE
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 31% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE LONG ISLAND BUILDING INSTITUTE 401K PSP
$565K · 5 participants
FIREFIGHTERS CHARITABLE FOUNDATION, INC.
FIREFIGHTERS CHARITABLE FOUNDATION, INC. 401(K) PLAN
$565K · 3 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
