· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HALSTEAD PUMP, INC. — HALSTEAD PUMP, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602131756NAL0009552145001
HALSTEAD PUMP, INC.
Form 5500-SF
FILING_RECEIVED
HALSTEAD PUMP, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$615K
Net assets (EOY)
$615K
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
HALSTEAD PUMP, INC.
.
Find decision makers
Plan sponsor
Name
HALSTEAD PUMP, INC.
EIN
05-0547275
Address
865 DAY VALLEY ROAD · APTOS, CA · 95003
Phone
(831) 688-4731
Industry
Construction
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
2025-06-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
UFS OF CO LLC
UFS OF CO LLC 401(K) PROFIT SHARING PLAN & TRUST
$615K · 3 participants
CUSTOMER ENERGY CONTROL INC
CUSTOM ENERGY CONTROL INC
$615K · 6 participants
JIM FREETHY EXCAVATING INC
JIM FREETHY EXCAVATING INC 401K PROFIT SHARING PLAN
$615K · 6 participants
FOX EROSION CONTROL & LANDSCAPE, INC.
THE CONTRACTORS RETIREMENT PLAN
$615K · 14 participants
USAI DETROIT, LLC
USAI DETROIT LLC, 401(K) PLAN
$615K · 23 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BIG CREEK GRANITE LLC
BIG CREEK GRANITE LLC 401(K) PLAN
$615K · 22 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
