· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BLUE PLANTAIN, LLC — PALM HOUSE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718121044NAL0001691105001
BLUE PLANTAIN, LLC
Form 5500-SF
FILING_RECEIVED
PALM HOUSE 401(K) PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
3
Plan assets (EOY)
$20K
Net assets (EOY)
$20K
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
BLUE PLANTAIN, LLC
.
Find decision makers
Plan sponsor
Name
BLUE PLANTAIN, LLC
EIN
45-5346541
Address
2030 UNION STREET · SAN FRANCISCO, CA · 94123
Phone
(707) 888-3343
Industry
Accommodation & Food 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
2025-07-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
THE PICKLE BAR, LLC
THE PICKLE BAR, LLC 401(K) PLAN
$20K · 28 participants
BAPA 746 CROUSE AVE DONUTS LLC
BAPA 746 CROUSE AVE DONUTS LLC 401(K) PROFIT SHARING PLAN & TRUST
$20K · 19 participants
TALAVERA AZUL LLC
TALAVERA AZUL 401 K PLAN
$20K · 37 participants
SETTE LLC
SETTE LLC 401(K) PROFIT SHARING PLAN & TRUST
$20K · 17 participants
POKE GROUP LLC
POKE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
$20K · 18 participants
65
Knocking points off
Only 9% 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ML RESTAURANT GROUP LLC
ML RESTAURANT GROUP LLC 401K PLAN
$20K · 37 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