Original filing (PDF)20250416163527NAL0010058418001

RETROFIT ORIGINALITY, INC.

Name: RETROFIT ORIGINALITY, INC. — RETROFIT ORIGINALITY, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: RETROFIT ORIGINALITY, INC.

Form 5500-SF

FILING_RECEIVED

RETROFIT ORIGINALITY, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RETROFIT ORIGINALITY, INC..

Plan sponsor

Name

RETROFIT ORIGINALITY, INC.

EIN

33-0233003

Address

961 HAMLIN COURT · LUCAS, TX · 75002

Phone

(949) 370-8582

Industry

Engineering Services· Professional & Technical Servicessee 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

2025-04-16

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

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

SPECTRUM SOLUTIONS, INC.

SPECTRUM SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

$3.1M · 135 participants

PRISM CONTRACTORS & ENGINEERS

PRISM CONTRACTORS & ENGINEERS 401(K) PROFIT SHARING PLAN

$3.1M · 23 participants

LACO ASSOCIATES

LACO ASSOCIATES 401(K) PROFIT SHARING PLAN

$3.1M · 37 participants

VINCENT A. DIIORIO, INC.

VINCENT A. DIIORIO, INC. PROFIT SHARING PLAN

$3.1M · 7 participants

AKKA USA LLC

AKKA USA LLC 401(K) PLAN