· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TERRACE CONSULTING, INC. — TERRACE CONSULTING, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015194103NAL0002936835001
TERRACE CONSULTING, INC.
Form 5500-SF
FILING_RECEIVED
TERRACE CONSULTING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
32
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
Plan health score (directional)
89
/ 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
TERRACE CONSULTING, INC.
.
Find decision makers
Plan sponsor
Name
TERRACE CONSULTING, INC.
EIN
94-3170694
Address
700 LARKSPUR LANDING CIRCLE STE 265 · LARKSPUR, CA · 94939
Phone
(415) 848-7300
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
KAIZEN APPROACH, INC.
KAIZEN APPROACH, INC.401(K) PROFIT SHARING PLAN
$6.1M · 49 participants
ACCLAIM SYSTEMS, INC.
ACCLAIM SYSTEMS 401(K) PLAN
$6.1M · 86 participants
FORESYS, INC.
FORESYS 401(K)
$6.1M · 6 participants
RICHRELEVANCE, INC.
RICHRELEVANCE, INC. 401(K) PROFIT SHARING PLAN
$6.1M · 22 participants
NEXT GENERATION SOFTWARE, INC.
NEXT GENERATION SOFTWARE 401(K) PLAN
$6.2M · 5 participants
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AMPS STRATEGIES INC
AMPS STRATEGIES INC 401(K) PROFIT SHARING PLAN & TRUST
$6.1M · 4 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
