Original filing (PDF)20230928111823NAL0024578434001

BRUCE CLAY, INC.

Name: BRUCE CLAY, INC. — BRUCE CLAY, INC. 401(K) PLAN, Form 5500 (2022)
Creator: BRUCE CLAY, INC.

Form 5500-SF

FILING_RECEIVED

BRUCE CLAY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 BRUCE CLAY, INC..

Plan sponsor

Name

BRUCE CLAY, INC.

EIN

42-1634341

Address

2245 FIRST STREET, SUITE 101 · SUITE 101 · SIMI VALLEY, CA · 93065

Phone

(805) 517-1900

Industry

Data Processing, Hosting· Information / Tech / Mediasee 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

2023-09-28

Pension benefit codes

2F · ERISA section 404(c)

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

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