Original filing (PDF)20250514172959NAL0028341664001

SMALDINO INVESTMENTS, LLC.

Name: SMALDINO INVESTMENTS, LLC. — SMALDINO INVESTMENTS, LLC. PENSION PLAN, Form 5500 (2024)
Creator: SMALDINO INVESTMENTS, LLC.

Form 5500-SF

FILING_RECEIVED

SMALDINO INVESTMENTS, LLC. PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 SMALDINO INVESTMENTS, LLC..

Plan sponsor

Name

SMALDINO INVESTMENTS, LLC.

EIN

20-0239380

Address

13601 E. WHITTIER BLVD · STE. 200 · WHITTIER, CA · 90605

Phone

(562) 693-8292

Industry

Admin Support & Waste Mgmtsee 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

2025-05-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

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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