· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILMA AND FRIEDAS INC — WILMA AND FRIEDAS INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718155148NAL0002958736001
WILMA AND FRIEDAS INC
Form 5500-SF
FILING_RECEIVED
WILMA AND FRIEDAS INC 401(K) PLAN
401(k) retirement plan
Active participants
73
Accounts w/ balance
13
Plan assets (EOY)
$56K
Net assets (EOY)
$56K
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
WILMA AND FRIEDAS INC
.
Find decision makers
Plan sponsor
Name
WILMA AND FRIEDAS INC
EIN
46-0992352
Address
73575 EL PASEO C2310 · SUITE C2310 · PALM DESERT, CA · 92260
Phone
(760) 773-2807
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)
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 Accommodation & Food Services plans
SANGAR II LLC
SANGAR II LLC 401(K) PROFIT SHARING PLAN & TRUST
$56K · 17 participants
GREAT WHITE PARTNERS MELROSE, LLC.
GREAT WHITE PARTNERS MELROSE 401(K) PLAN
$56K · 85 participants
CHUCK'S FISH - ATHENS, LLC
RETIREMENT INCOME SECURITY PLAN-CHUCK'S FISH - ATHENS, LLC
$56K · 36 participants
FISH IN A BOTTLE NO 1
FISH IN A BOTTLE NO 1 401K PLAN
$56K · 22 participants
SIMPLETHINGS RESTAURANT GROUP LLC
SIMPLETHINGS RESTAURANT GROUP LLC 401(K) PLAN
65
Knocking points off
Only 18% 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.
$56K · 15 participants
EAS DINING, LLC
EAS DINING, LLC 401(K) PLAN
$56K · 24 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
