· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEPHANIE BREITBARD FINE ARTS LL — STEPHANIE BREITBARD FINE ARTS LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611084706NAL0013810227001
STEPHANIE BREITBARD FINE ARTS LL
Form 5500-SF
FILING_RECEIVED
STEPHANIE BREITBARD FINE ARTS LLC 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
5
Plan assets (EOY)
$59K
Net assets (EOY)
$59K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEPHANIE BREITBARD FINE ARTS LL
.
Find decision makers
Plan sponsor
Name
STEPHANIE BREITBARD FINE ARTS LL
EIN
26-4427300
Address
225 ROQUE MORAES DR · MILL VALLEY, CA · 94941
Phone
(310) 850-7698
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2024-12-31
Filed
2025-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
RED STONE PHARMACY
RED STONE PHARMACY
$58K · 18 participants
CLAIRE OLIVER FINE ARTS, INC. D/B/A CLAIRE OLIVER GALLERY
CLAIRE OLIVER GALLERY 401(K) PLAN
$58K · 2 participants
J & D 2 INC
J & D 2 INC - 401(K) PLAN
$60K · 22 participants
JEWELRY FOR FIVE, INC
JEWELRY FOR FIVE, INC 401(K) PLAN
$57K · 3 participants
DELICIOUS UNLIMITED CORPORATIO
DELICIOUS UNLIMITED CORPORATIO 401(K) PROFIT SHARING PLAN & TRUST
$57K · 83 participants
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CORPORATE BRANDING, INC.
CORPORATE BRANDING, INC. 401(K) PLAN
$60K · 3 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
