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DIAL FITNESS — DIAL FITNESS-401(K), Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230622133438NAL0001368051001
DIAL FITNESS
Form 5500-SF
FILING_RECEIVED
DIAL FITNESS-401(K)
401(k) retirement plan
Active participants
20
Accounts w/ balance
10
Plan assets (EOY)
$587K
Net assets (EOY)
$587K
Plan health score (directional)
86
/ 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
DIAL FITNESS
.
Find decision makers
Plan sponsor
Name
DIAL FITNESS
EIN
46-3370655
Address
251 AVENIDA MADRID #1 · SAN CLEMENTE, CA · 92672
Phone
(954) 830-5686
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-06-22
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
GENE PEREZ BODY REPAIRS INC
GENE PEREZ BODY REPAIRS INC 401(K) PROFIT SHARING PLAN & TRUST
$588K · 58 participants
SIMPLY MATCHMAKING, LLC
SIMPLY MATCHMAKING RETIREMENT SAVINGS PLAN
$588K · 2 participants
TAF FRANCHISING LLC
TAF FRANCHISING LLC 401(K) PROFIT SHARING PLAN & TRUST
$588K · 18 participants
APPLE CART FOOD COMPANY
APPLE CART FOOD COMPANY 401(K) PROFIT SHARING PLAN & TRUST
$587K · 2 participants
WINTERCREST CORPORATION
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
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.
WINTERCREST CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$587K · 3 participants
BREWER DIGITAL MARKETING
BREWER DIGITAL MARKETING 401(K) PROFIT SHARING PLAN & TRUST
$588K · 6 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
