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CALIFORNIA GENERATOR SERVICE CORPORATION — CGSI 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241001162329NAL0012158448001
CALIFORNIA GENERATOR SERVICE CORPORATION
Form 5500-SF
FILING_RECEIVED
CGSI 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
9
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
CALIFORNIA GENERATOR SERVICE CORPORATION
.
Find decision makers
Plan sponsor
Name
CALIFORNIA GENERATOR SERVICE CORPORATION
EIN
34-2053295
Address
1271 WASHINGTON AVENUE, #271 · SAN LEANDRO, CA · 94577
Phone
(866) 643-6738
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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AIR CLEANING SPECIALISTS OF NEW ENGLAND, LLC 401K PLAN
$1.9M · 10 participants
RESTAURANT EQUIPMENT SERVICES, INC.
RESTAURANT EQUIPMENT SERVICES, INC. 401K PLAN
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PRESSURE & FLOW CONTROL SOLUTIONS, LLC
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PRESSURE & FLOW CONTROL SOLUTIONS 401(K) RETIREMENT PLAN
$2.0M · 13 participants
REID MECHANICAL CORP/R.M.C
REID MECHANICAL CORP/R.M.C 401(K) PLAN
$1.9M · 10 participants
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
