· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GARYS & COMPANY NEWPORT BEACH — GARYS & COMPANY NEWPORT BEACH, INC. 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250327161657NAL0012537923001
GARYS & COMPANY NEWPORT BEACH
Form 5500-SF
FILING_RECEIVED
GARYS & COMPANY NEWPORT BEACH, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
23
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
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
GARYS & COMPANY NEWPORT BEACH
.
Find decision makers
Plan sponsor
Name
GARYS & COMPANY NEWPORT BEACH
EIN
33-0086815
Address
923 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA · 926606944
Phone
(949) 759-1622
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-27
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
UTAH WOOLEN MILLS
ORIGINAL UTAH WOOLEN MILLS EMPLOYEES PROFIT SHARING PLAN
$6.8M · 17 participants
JULIUS CLOTHING, INC.
JULIUS CLOTHING, INC. 401(K) PROFIT SHARING PLAN
$6.3M · 9 participants
MARTIN PATRICK 3, INC.
MARTIN PATRICK 3, INC. 401(K) PROFIT SHARING PLAN
$5.9M · 39 participants
THE BLACK TUX, LLC
THE BLACK TUX, INC. 401(K) PLAN
$5.9M · 356 participants
PAUL STUART, INC.
PAUL STUART, INC. 401(K) PROFIT SHARING PLAN
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.
$5.8M · 48 participants
TAPACO INC
TAPACO INC EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST
$5.3M · 10 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
