· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WINEGARD ENERGY, INC. — WINEGARD ENERGY RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250213090813NAL0037218992002
WINEGARD ENERGY, INC.
Form 5500-SF
FILING_RECEIVED
WINEGARD ENERGY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
48
Accounts w/ balance
20
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
84
/ 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
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
WINEGARD ENERGY, INC.
.
Find decision makers
Plan sponsor
Name
WINEGARD ENERGY, INC.
EIN
33-0650787
Address
1859 BUSINESS CENTER DRIVE · DUARTE, CA · 91010
Phone
(626) 256-3400
Industry
Admin Support & Waste Mgmt
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
2025-02-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
BRACKEN VOLUNTEER FIRE DEPARTMENT
BRACKEN VOLUNTEER FIRE DEPARTMENT 401(K) PLAN
$1.9M · 28 participants
ENERGY RESOURCES USA
ENERGY RESOURCES USA 401(K) RETIREMENT PLAN
$1.9M · 44 participants
THE SHANNAHAN WATER CO., INC
THE SHANNAHAN WATER CO., INC 401(K) PLAN
$1.9M · 53 participants
STEVENS VENTURES
STEVENS VENTURES 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 74 participants
HEPNER AIR FILTER SERVICE, INC.
HEPNER AIR FILTER SERVICE, INC. 401(K) PROFIT SHARING PLAN
65
Knocking points off
Only 42% as many balances as active participants — suggests many active employees aren't deferring.
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.
$1.8M · 3 participants
SINGLE SOURCE DISASTER RECOVERY SPECIALISTS, INC
SINGLE SOURCE DISASTER RECOVERY SPECIALISTS, INC. 401(K) PLAN
$1.9M · 26 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
