Original filing (PDF)20250716110200NAL0006738642001

LISA A BUBB

Name: LISA A BUBB — LISA A BUBB ROTH INDIVIDUAL (K) QRP, Form 5500 (2024)
Creator: LISA A BUBB

Form 5500-SF

FILING_RECEIVED

LISA A BUBB ROTH INDIVIDUAL (K) QRP

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$627K

Net assets (EOY)

$627K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LISA A BUBB.

Plan sponsor

Name

LISA A BUBB

EIN

06-1433040

Address

650 SOUTH LA SALLE STREET · REDLANDS, CA · 92374

Phone

(909) 213-0549

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Name

LISA A BUBB

EIN

06-1433040

City

REDLANDS, CA

Phone

(909) 213-0549

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

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