Original filing (PDF)20250429110202NAL0000860850001

JOE AND JON HILDEBRAND BROTHER

Name: JOE AND JON HILDEBRAND BROTHER — JOE AND JON HILDEBRAND BROTHER 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JOE AND JON HILDEBRAND BROTHER

Form 5500-SF

FILING_RECEIVED

JOE AND JON HILDEBRAND BROTHER 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$727K

Net assets (EOY)

$727K

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 JOE AND JON HILDEBRAND BROTHER.

Plan sponsor

Name

JOE AND JON HILDEBRAND BROTHER

EIN

45-4545528

Address

6 LEWIS RD · ROYAL OAKS, CA · 950765303

Phone

(831) 768-9104

Industry

Transportation & Warehousingsee 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

2025-04-29

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 Transportation & Warehousing plans

E.J. CARRIER, INC.

E.J. CARRIER, INC. 401(K) PROFIT SHARING PLAN

$727K · 67 participants

NOVATION TRANSPORTATION, INC.

NOVATION TRANSPORTATION, INC. 401(K) PLAN

$727K · 2 participants

DEROSIER STORAGE CO., INC

DEROSIERS STORAGE CO. INC. 401K PLAN

$726K · 8 participants

GO GREEN SANITATION INC

GO GREEN SANITATION INC 401(K) PROFIT SHARING PLAN & TRUST

$726K · 18 participants

TRILLIUM TRANSPORT LLC

TRILLIUM TRANSPORT 401(K) PLAN