How big is Jose Lemus' plan?

Jose Lemus' plan reported $557 in assets and 9 participants for 2024.

Original filing (PDF)20250716072358NAL0002189971001

Jose Lemus

Name: Jose Lemus — YUM YUM Donuts 3C 401 K Plan, Form 5500 (2024)
Creator: Jose Lemus
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

YUM YUM Donuts 3C 401 K Plan

401(k) retirement plan · Jose Lemus' YUM YUM Donuts 3C 401 K Plan held $557 in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$557

Net assets (EOY)

$557

People on this filing

Shirley Horner signed Jose Lemus' 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jose Lemus' EIN is 33-0820883.

EIN 33-0820883

Plan number 001

Plan year 2024

ACK ID 20250716072358NAL0002189971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jose Lemus from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jose Lemus' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JOSE LEMUS

EIN

all filings

Address

5454 ORANGETHORPE AVE · LA PALMA, CA · 90623

Phone

(909) 647-5242

Industry

Accommodation & Food Services

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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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