· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOUTH WEST LUBRICANTS, INC. DBA MAXIMA RACING OILS — MAXIMA RACING OILS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014082346NAL0003366816001
SOUTH WEST LUBRICANTS, INC. DBA MAXIMA RACING OILS
Form 5500-SF
FILING_RECEIVED
MAXIMA RACING OILS 401(K) PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
29
Plan assets (EOY)
$416K
Net assets (EOY)
$416K
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
SOUTH WEST LUBRICANTS, INC. DBA MAXIMA RACING OILS
.
Find decision makers
Plan sponsor
Name
SOUTH WEST LUBRICANTS, INC. DBA MAXIMA RACING OILS
EIN
33-0089585
Address
9266 ABRAHAM WAY · SANTEE, CA · 92071
Phone
(619) 449-5000
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
BOXLEYS SERVICES
BOXLEYS SERVICES 401(K) PROFIT SHARING
$415K · 44 participants
SOUTH COAST INVESTMENTS
SOUTH COAST INVESTMENTS 401(K) PLAN
$414K · 2 participants
THREE C'S
THREE C'S 401(K) PLAN
$419K · 28 participants
JCSC SERVICES INC.
JCSC/EXPRESS OIL 401(K) PLAN
$419K · 20 participants
MACK MOROSS GARAGE
MACK MOROSS GARAGE RETIREMENT PLAN
$412K · 3 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.
FORSTER PARRY WATERFORD AUTO WASH, LLC
FORSTER & SONS AUTO WASH 401(K) RETIREMENT PLAN
$411K · 8 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