Back to filter
Original filing (PDF)20250917173208NAL0000826064001
TOOLMART, INC.
Form 5500-SF
FILING_RECEIVED
TOOLMART, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
64
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOOLMART, INC..
Plan sponsor
Name
TOOLMART, INC.
EIN
33-0754765
Address
2117 INDUSTRIAL CT · VISTA, CA · 92081
Phone
(760) 925-5315
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Retail Trade plans
CARNEGIE EQUIPMENT, INC.
CARNEGIE EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN
$1.5M · 16 participants
GEORGE ALEVIZOS
GEORGE ALEVIZOS RETIREMENT PLAN
$1.5M · 1 participants
THRONE DEPOT, INC.
THRONE DEPOT 401(K) PROFIT SHARING PLAN AND TRUST
$1.5M · 59 participants
AMEKOR INDUSTRIES INC
AMEKOR INDUSTRIES 401(K) PLAN
$1.5M · 25 participants
JARS HOLDINGS LLC
JARS HOLDINGS LLC 401(K) PLAN
$1.5M · 815 participants
THE CHIMNEY SWEEP FIREPLACE SHOP, INC.
THE CHIMNEY SWEEP FIREPLACE SHOP, INC. PROFIT SHARING PLAN
$1.5M · 17 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