· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MASTERWORDS LLC — MASTERWORDS LLC RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241003111147NAL0019485986001
MASTERWORDS LLC
Form 5500-SF
FILING_RECEIVED
MASTERWORDS LLC RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
MASTERWORDS LLC
.
Find decision makers
Plan sponsor
Name
MASTERWORDS LLC
EIN
95-4054706
Address
11965 VENICE BLVD., STE 410 · LOS ANGELES, CA · 90066
Phone
(310) 394-7998
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
Related plans
Similar-size Other Services (ex. Public Admin) plans
COSM INC
COSM INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 8 participants
CALI ELECTRIC MOTORS, INC.
CALI ELECTRIC MOTORS INC 401(K) PLAN
$1.1M · 10 participants
ROMAY CORP
ROMAY CORP INDIVIDUAL 401K
$1.1M · 1 participants
SANTA FE PHOTOGRAPHIC WORKSHOPS, INC.
SANTA FE PHOTOGRAPHIC WORKSHOPS, INC. 401(K) PROFIT SHARING PLAN
$1.1M · 8 participants
DR. VITKINS WEIGHT REDUCTION, P.C.
DR VITKINS WEIGHT REDUCTION & CONTROL CLINIC, P.C. 401(K) PLAN
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.
$1.1M · 3 participants
NEW ENGLAND SAFETY SYSTEMS INC
NEW ENGLAND SAFETY SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 26 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