Back to filter
Original filing (PDF)20260130140226NAL0007351488001
ERIC KU INC
Form 5500-SF
FILING_RECEIVED
ERIC KU INC RETIREMENT PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERIC KU INC.
Plan sponsor
Name
ERIC KU INC
EIN
45-2507991
Address
1043 PARDEE STREET, · BERKELEY, CA · 94710
Phone
(510) 848-8601
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-01-30
Pension benefit codes
2D · Offset of another plan
2E · Profit-sharing
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 providersRelated plans
Similar-size Wholesale Trade plans
TANGIBLE INVESTMENTS, INC.
TANGIBLE INVESTMENTS, INC. 401(K) PLAN
$1.1M · 13 participants
GULFCOAST COIN AND JEWLERY, LLC
GULFCOAST COIN & JEWLERY, LLC 401(K) PROFIT SHARING PLAN
$1.1M · 19 participants
ANJESS COMPANY
ANJESS COMPANY 401(K) PLAN
$1.1M · 10 participants
DANIEL SKLARIN TRADING CO.
DANIEL SKLARIN TRADING CO. PROFIT SHARING PLAN
$1.1M · 2 participants
STEVEN VARDI, INC.
STEVEN VARDI, INC. 401K PLAN
$1.1M · 12 participants
SILVER PALACE, INC.
SILVER PALACE, INC. 401(K) PLAN
$1.1M · 14 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