Original filing (PDF)20240618175502NAL0002679665001

DAVID R. BRETZ, CFP

Name: DAVID R. BRETZ, CFP — DAVID R. BRETZ, CFP 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DAVID R. BRETZ, CFP

Form 5500-SF

FILING_RECEIVED

DAVID R. BRETZ, CFP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 DAVID R. BRETZ, CFP.

Plan sponsor

Name

DAVID R. BRETZ, CFP

EIN

20-0100303

Address

3131 CAMINO DEL RIO N., SUITE 300 · SAN DIEGO, CA · 92108

Phone

(619) 878-1577

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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