Original filing (PDF)20251015192853NAL0011215938001

COMPANION BAKERS LLC

Name: COMPANION BAKERS LLC — COMPANION BAKERS 401(K) PLAN, Form 5500 (2024)
Creator: COMPANION BAKERS LLC

Form 5500-SF

FILING_RECEIVED

COMPANION BAKERS 401(K) PLAN

401(k) retirement plan

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$166K

Net assets (EOY)

$166K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPANION BAKERS LLC.

Plan sponsor

Name

COMPANION BAKERS LLC

EIN

27-0633100

Address

2341 MISSION ST · SANTA CRUZ, CA · 95060

Phone

(831) 419-4899

Industry

Manufacturingsee all

Plan administrator

Name

BDH PENSION, INC.

EIN

86-1714305

City

NEWBURY PARK, CA

Phone

(805) 544-1112

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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