· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GARDELS ASSOCIATES — GARDELS ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230628152750NAL0003748355001
GARDELS ASSOCIATES
Form 5500-SF
FILING_RECEIVED
GARDELS ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
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
GARDELS ASSOCIATES
.
Find decision makers
Plan sponsor
Name
GARDELS ASSOCIATES
EIN
45-1211918
Address
23334 MARIANO STREET · WOODLAND HILLS, CA · 91367
Phone
(818) 348-2925
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2023-06-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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 All Other Professional Services plans
PHILLIP CAPITAL INC
PHILLIP CAPITAL INC 401(K) PROFIT SHARING PLAN & TRUST
$4.5M · 48 participants
DRUMMOND CARPENTER PLLC
DRUMMOND CARPENTER RETIREMENT PLAN
$4.5M · 28 participants
JACOBS & CLEVENGER, INC.
JACOBS & CLEVENGER, INC. RETIREMENT SAVINGS PLAN
$4.5M · 6 participants
INFINITY TECHNOLOGY SERVICES, LLC
INFINITY TECHNOLOGY SERVICES, LLC 401(K) PLAN
$4.5M · 127 participants
BRUEGGEMAN AND JOHNSON YEANOPLOS, P.C.
BRUEGGEMAN AND JOHNSON YEANOPLOS, P.C. RETIREMENT PLAN
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.
$4.5M · 6 participants
MCDONALD INFORMATION SERVICE, INC.
MCDONALD INFORMATION SERVICE, INC. PROFIT SHARING PLAN
$4.5M · 21 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
