Original filing (PDF)20230815155330NAL0000397379001

ALEDORT ENTERPRISES, INC

Name: ALEDORT ENTERPRISES, INC — ALEDORT ENTERPRISES, INC 401(K) PLAN, Form 5500 (2022)
Creator: ALEDORT ENTERPRISES, INC

Form 5500-SF

FILING_RECEIVED

ALEDORT ENTERPRISES, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 ALEDORT ENTERPRISES, INC.

Plan sponsor

Name

ALEDORT ENTERPRISES, INC

EIN

33-0950248

Address

16125 SPANGLER PEAK ROAD · RAMONA, CA · 92065

Phone

(888) 563-1070

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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 Finance & Insurance plans

LEAD FUNDING, LLC

LEAD FUNDING LLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.1M · 7 participants

EAST COAST FINANCIAL CORPORATION

EAST COAST FINANCIAL CORPORATION 401(K) PLAN

$1.1M · 2 participants

CLASSIC MORTGAGE, LLC

CLASSIC MORTGAGE, LLC 401K PLAN

$1.1M · 19 participants

M2 LENDING SOLUTIONS, LLC

M2 LENDING SOLUTIONS, LLC RETIREMENT PLAN

$1.1M · 20 participants

US HOUSING CONSULTANTS LLC

US HOUSING CONSULTANTS 401(K) PROFIT SHARING PLAN