How big is Controlco's plan?

Controlco's plan reported $1.5M in assets and 14 participants for 2024.

Original filing (PDF)20251015140605NAL0002539779001

Controlco

Name: Controlco — Controlco 401(k) Plan, Form 5500 (2024)
Creator: Controlco
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Controlco 401(k) Plan

401(k) retirement plan · Controlco's Controlco 401(k) Plan held $1.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Controlco's EIN is 36-4907027.

EIN 36-4907027

Plan number 001

Plan year 2024

ACK ID 20251015140605NAL0002539779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Controlco's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONTROLCO.

Finding similar companies…

Plan health score

Top-tier plan health

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

Helping the score

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

Plan sponsor

Name

CONTROLCO

EIN

all filings

Address

2493 ESTAND WAY · PLEASANT HILL, CA · 94523

Phone

(800) 800-7126

Industry

Wholesale Trade

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

Elite Screens, Inc.

Elite Screens, Inc. 401(k) Profit Sharing Plan

$1.5M · 29 participants

Western Specialties Inc.

Western Specialties Inc. 401(k) Plan

$1.5M · 10 participants

Service Electric Supply, Inc.

Service Electric Supply, Inc. Cash Balance Plan

$1.5M · 51 participants

Crazy Cousins, Inc.

Crazy Cousins, Inc. 401(k) Plan

$1.5M · 38 participants

Famco Enterprises, Inc.

Famco Enterprises, Inc. Profit Sharing Plan

$1.5M · 23 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.