Original filing (PDF)20231212080003NAL0049932258001

HELLO DIRECT, INC.

Name: HELLO DIRECT, INC. — HELLO DIRECT 401(K) PLAN, Form 5500 (2022)
Creator: HELLO DIRECT, INC.

Form 5500-SF

FILING_RECEIVED

HELLO DIRECT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELLO DIRECT, INC..

Plan sponsor

Name

HELLO DIRECT, INC.

EIN

94-3043208

Address

400 IMPERIAL BOULEVARD · CAPE CANAVERAL, FL · 32920

Phone

(888) 208-0102

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-05-31

Filed

2023-12-12

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

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