· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TONIC DT LLC — TONIC DT LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250414165557NAL0000894755001
TONIC DT LLC
Form 5500-SF
FILING_RECEIVED
TONIC DT LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
7
Plan assets (EOY)
$22K
Net assets (EOY)
$22K
Plan health score (directional)
86
/ 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
TONIC DT LLC
.
Find decision makers
Plan sponsor
Name
TONIC DT LLC
EIN
01-0704476
Address
725 SW 10TH AVE · PORTLAND, OR · 972052518
Phone
(503) 478-9600
Industry
Accommodation & Food Services
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
2025-04-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
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 Accommodation & Food Services plans
J MARDIKIAN ENTERPRISES
J MARDIKIAN ENTERPRISES 401(K) PROFIT SHARING PLAN & TRUST
$22K · 22 participants
CANOPY FINANCIAL DISTRICT, LLC
CANOPY FINANCIAL DISTRICT 401(K) PLAN
$22K · 2 participants
VINYA FOOD AND DRINK LLC
VINYA FOOD AND DRINK 401(K) PLAN
$22K · 10 participants
GRAN BLANCO, LLC.
GRAN BLANCO 401(K) PLAN
$22K · 19 participants
RESTAURANT ZONE, INC
RESTAURANT ZONE, INC. 401(K) PLAN
$22K · 107 participants
80
Knocking points off
64% balance-to-active ratio — below typical for a healthy 401(k).
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.
SCN HOSPITALITY, LLC
SCN HOSPITALITY, LLC 401(K) PLAN
$22K · 65 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B