· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NATICK DAIRY QUEEN INC — NATICK DAIRY QUEEN INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722125337NAL0002377073001
NATICK DAIRY QUEEN INC
Form 5500-SF
FILING_RECEIVED
NATICK DAIRY QUEEN INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
52
Accounts w/ balance
2
Plan assets (EOY)
$23K
Net assets (EOY)
$23K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
NATICK DAIRY QUEEN INC
.
Find decision makers
Plan sponsor
Name
NATICK DAIRY QUEEN INC
EIN
04-2514881
Address
293 NORTH MAIN STREET · NATICK, MA · 01760
Phone
(508) 655-3839
Industry
Retail Trade
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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
CLASSY GIRL CUPCAKES LLC
CLASSY GIRL CUPCAKES LLC 401(K) PROFIT SHARING PLAN & TRUST
$23K · 2 participants
AEM FOOD AND BEVERAGE
AEM FOOD AND BEVERAGE 401K PLAN
$23K · 6 participants
QUANTOHM LLC
QUANTOHM 401K PLAN
$23K · 8 participants
RK CAKES LLC
RK CAKES LLC 401(K) PROFIT SHARING PLAN & TRUST
$23K · 32 participants
HARRY AND MARIES LLC
HARRY AND MARIES LLC 401(K) PROFIT SHARING PLAN & TRUST
$23K · 20 participants
65
Knocking points off
Only 4% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BAINBRIDGE FOOD SERVICE LLC
BAINBRIDGE FOOD SERVICE LLC 401(K) PROFIT SHARING PLAN & TRUST
$23K · 9 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B