· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DOTAN EQUIPMENT — DOTAN EQUIPMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250729114858NAL0001573395002
DOTAN EQUIPMENT
Form 5500-SF
FILING_RECEIVED
DOTAN EQUIPMENT 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
10
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
DOTAN EQUIPMENT
.
Find decision makers
Plan sponsor
Name
DOTAN EQUIPMENT
EIN
45-3269097
Address
12223 MIRANDA ST. · VALLEY VILLAGE, CA · 91607
Phone
(310) 467-0783
Industry
Real Estate
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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
T.F. COLLETTE COMPANIES, INC.
CCI 401(K) PROFIT SHARING PLAN AND TRUST
$1.5M · 13 participants
DAVE CONGER, INC.
DAVE CONGER, INC. PROFIT SHARING & TRUST
$1.5M · 2 participants
MICROF LLC
MICROF 401K PLAN
$1.5M · 29 participants
CREDENTIAL LEASING CORPORATION
CREDENTIAL LEASING CORPORATION 401(K) RETIREMENT PLAN
$1.5M · 10 participants
GENERATOR SERVICE CO., INC.
GENERATOR SERVICE CO., INC. 401K PLAN
$1.4M · 36 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CRS GROUP INC
CRS GROUP INC. 401(K) PLAN
$1.6M · 25 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