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Original filing (PDF)20231013124205NAL0067093378001
PRESENTATION PRODUCTS, INC. DBA SPINITAR
Form 5500
FILING_RECEIVED
PRESENTATION PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~103 bps in Sched C fees
Active participants
0
Accounts w/ balance
125
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 103 bps in Schedule C fees — 98% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESENTATION PRODUCTS, INC. DBA SPINITAR.
Plan sponsor
Name
PRESENTATION PRODUCTS, INC. DBA SPINITAR
DBA
SPINITAR
EIN
95-4044229
Address
16751 KNOTT AVENUE · LA MIRADA, CA · 90638
Phone
(714) 367-2900
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DUFFY KRUSPODIN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $19K | — |
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | RETAINED BY EMPLOYER | $13K | — |
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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