· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SELF-LATRICIA'S GOURMET CHOCOLATE — ROCKY MOUNTAIN CHOCOLATE FACTORY 401K PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231016131852NAL0025645555001
SELF-LATRICIA'S GOURMET CHOCOLATE
Form 5500-SF
FILING_RECEIVED
ROCKY MOUNTAIN CHOCOLATE FACTORY 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
2
Plan assets (EOY)
$44K
Net assets (EOY)
$44K
Plan health score (directional)
86
/ 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
SELF-LATRICIA'S GOURMET CHOCOLATE
.
Find decision makers
Plan sponsor
Name
SELF-LATRICIA'S GOURMET CHOCOLATE
DBA
ROCKY MOUNTAIN CHOCOLATE FACTORY
EIN
37-1734159
Address
639 E SHAW AVENUE SUITE 167 · FRESNO, CA · 93710
Phone
(559) 228-3150
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2A · Age/service weighted or new comparability
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
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
KOPPERS CHOCOLATE SPECIALTY CO., INC.
THE KOPPERS PENSION TRUST
$44K
ADD-V LLC DBA SUGART
ADD-V LLC DBA SUGART 401(K) PLAN
$44K · 6 participants
EL CHAVITO, INC.
EL CHAVITO MEX, INC. 401(K) PLAN
$46K · 85 participants
COAST MEDIA LLC
COAST MEDIA LLC 401(K) PLAN
$41K · 5 participants
MIKE AND JENS COCOA MIXES, LLC
MIKE AND JEN'S COCOA MIXES, LLC 401(K) PLAN
$49K · 3 participants
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
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.
MCCM SCIENTIFIC, LLC
MCCM SCIENTIFIC, LLC 401(K) PLAN
$50K · 45 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
