· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BROCKTON VILLA INC — BROCKTON VILLA INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250729151534NAL0003544593001
BROCKTON VILLA INC
Form 5500-SF
FILING_RECEIVED
BROCKTON VILLA INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
44
Accounts w/ balance
46
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
BROCKTON VILLA INC
.
Find decision makers
Plan sponsor
Name
BROCKTON VILLA INC
EIN
33-0680139
Address
5666 LA JOLLA BLVD # 246 · LA JOLLA, CA · 920377523
Phone
(619) 507-3740
Industry
Accommodation & Food Services
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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 Accommodation & Food Services plans
RICO LORENZINI, INC.
RICO LORENZINI, INC. EMPLOYEES PROFIT SHARING PLAN
$1.9M · 36 participants
JENELL CORPORATION
JENELL CORPORATION 401(K) PROFIT SHARING PLAN
$1.9M · 89 participants
HOSPITALITY INDUSTRY HEALTH INSURANCE TRUST
HOSPITALITY INDUSTRY HEALTH INSURANCE TRUST
$1.9M · 4,195 participants
NEXGEN VENTURES, LLC
NEXGEN VENTURES, LLC SAVINGS AND RETIREMENT PLAN
$1.9M · 43 participants
WORCESTER INNS, INC. DBA BARNABYS
WORCESTER INNS, INC. PROFIT SHARING TRUST
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.
$1.9M · 23 participants
LOCOCO'S AUTHENTIC ITALIAN PIZZERIA
LOCOCO'S AUTHENTIC ITALIAN PIZZARIA 401(K) PLAN
$1.8M · 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
