· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AQUA KLEAN SYSTEMS — AQUA KLEAN SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250523153258NAL0002791667001
AQUA KLEAN SYSTEMS
Form 5500-SF
FILING_RECEIVED
AQUA KLEAN SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
2
Plan assets (EOY)
$95K
Net assets (EOY)
$95K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
AQUA KLEAN SYSTEMS
.
Find decision makers
Plan sponsor
Name
AQUA KLEAN SYSTEMS
EIN
45-2973870
Address
1261 S SIMPSON CIR · ANAHEIM, CA · 928065530
Phone
(714) 637-4150
Industry
All Other Professional Services
· Professional & Technical Services
see all
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
2025-05-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 All Other Professional Services plans
UPLAND PRIVATE WEALTH LLC
UPLAND PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST
$95K · 3 participants
AURA MANAGEMENT CONSULTING LLC
AURA MANAGEMENT CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST
$95K · 3 participants
BORING KILLS BRANDS, LLC
BORING KILLS BRANDS, LLC 401(K) PROFIT SHARING PLAN
$95K · 4 participants
BUILDING KIDZ SCHOOL
BUILDING KIDZ SCHOOL 401(K) PLAN
$95K · 106 participants
SOUTH SOUND FOOT AND ANKLE
SOUTH SOUND FOOT AND ANKLE RETIREMENT TRUST
65
Knocking points off
Only 25% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$95K · 2 participants
TRAM BAR LLC DBA KATES REAL FOOD
TRAM BAR LLC DBA KATE'S REAL FOOD 401(K) PLAN
$95K · 11 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
