· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STANLEE R. GATTI DESIGNS — STANLEE R. GATTI DESIGNS 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241209094331NAL0009125809001
STANLEE R. GATTI DESIGNS
Form 5500-SF
FILING_RECEIVED
STANLEE R. GATTI DESIGNS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.8 mo
Active participants
21
Accounts w/ balance
25
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
88
/ 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
97
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
STANLEE R. GATTI DESIGNS
.
Find decision makers
Plan sponsor
Name
STANLEE R. GATTI DESIGNS
DBA
C/O THE PRICE COMPANY
EIN
20-4145703
Address
5151 N. PALM AVE.SUITE 920 · FRESNO, CA · 93704
Phone
(559) 224-7656
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-12-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
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
Related plans
Similar-size Other Services (ex. Public Admin) plans
INTAKE SCREENS INC
INTAKE SCREENS INC 401K PROFIT SHARING PLAN
$3.3M · 22 participants
STATE BARRICADES, INC. PSP
STATE BARRICADES, INC.
$3.3M · 12 participants
WILLIAM S HARVEY III DDS PLLC
WILLIAM S HARVEY III DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST
$3.3M · 79 participants
MARK GILLAM ENTERPRISES
MARK GILLAM ENTERPRISES CASH BALANCE PLAN
$3.3M · 9 participants
PINNACLE GOVERNMENT CONSULTING
PINNACLE GOVERNMENT CONSULTING 401(K) PROFIT SHARING PLAN & TRUST
100
Knocking points off
Filed 0.8 months past the 10.5-month grace window.
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.
$3.3M · 13 participants
SIEMAG TECBERG INC
SIEMAG TECBERG INC 401(K) PROFIT SHARING PLAN & TRUST
$3.3M · 20 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
