· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRETT FISHER GROUP — BRETT FISHER GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250416221111NAL0000139827037
BRETT FISHER GROUP
Form 5500-SF
FILING_RECEIVED
BRETT FISHER GROUP 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$61K
Net assets (EOY)
$61K
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
BRETT FISHER GROUP
.
Find decision makers
Plan sponsor
Name
BRETT FISHER GROUP
EIN
27-0507975
Address
555 MARIN STREET · SUITE 140 · THOUSAND OAKS, CA · 91360
Phone
(310) 571-8117
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-16
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 Admin Support & Waste Mgmt plans
SMART STAFFING INC
SMART STAFFING 401K PLAN
$61K · 63 participants
MY FREIGHT STAFF, LLC
MY FREIGHT STAFF, LLC 401(K) PLAN
$61K · 9 participants
FLEXFORCE STAFFING SERVICES, LLC
FLEXFORCE STAFFING SERVICES, LLC 401(K) PLAN
$61K · 158 participants
THE VARELA LAW FIRM LLC
THE VARELA LAW FIRM 401(K) PLAN
$61K · 10 participants
THE NAXOLONE PROJECT
THE NAXOLONE PROJECT 403(B) PLAN
$61K · 9 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.
WILD COFFEE HUMAN RESOURCES LLC
WILD COFFEE HUMAN RESOURCES LLC 401(K) PLAN
$62K · 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
