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Original filing (PDF)20250714201034NAL0000914515001

SPATES FABRICATORS, INC.

Form 5500
FILING_RECEIVED
SPATES FABRICATORS, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
123
Accounts w/ balance
255
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPATES FABRICATORS, INC..
Plan sponsor
Name
SPATES FABRICATORS, INC.
EIN
33-0121502
Address
85-435 MIDDLETON ST. · THERMAL, CA · 92274
Phone
(760) 397-4122
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KENNEDY & KENNEDY CPA
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
NORTHWESTERN MUTUAL INVESTMENT SERV52-2114207MILWAUKEE, WIINVESTMENT ADVISOR$47K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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