Original filing (PDF)20250327225526NAL0000473552001

FISHMAN INVESTMENTS DBA WESTSIDE KITCHEN & BATH

Name: FISHMAN INVESTMENTS DBA WESTSIDE KITCHEN & BATH — WESTSIDE KITCHEN & BATH CASH BALANCE PLAN AND TRUST, Form 5500 (2024)
Creator: FISHMAN INVESTMENTS DBA WESTSIDE KITCHEN & BATH

Form 5500-SF

FILING_RECEIVED

WESTSIDE KITCHEN & BATH CASH BALANCE PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FISHMAN INVESTMENTS DBA WESTSIDE KITCHEN & BATH.

Plan sponsor

Name

FISHMAN INVESTMENTS DBA WESTSIDE KITCHEN & BATH

EIN

20-3200246

Address

5411 W. LOVERS LANE · DALLAS, TX · 75209

Phone

(214) 351-2020

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-27

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1I · Frozen plan — no new benefit accrual

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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