Back to filter
Original filing (PDF)20250714153502NAL0000987795001
PHIL WICKHAM MUSIC
Form 5500-SF
FILING_RECEIVED
PHIL WICKHAM MUSIC RETIREMENT PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHIL WICKHAM MUSIC.
Plan sponsor
Name
PHIL WICKHAM MUSIC
EIN
46-4573377
Address
300 CARLSBAD VILLAGE DR., · STE. 108A-580 · CARLSBAD, CA · 92008
Phone
(760) 716-7676
Industry
Arts, Entertainment, Recreationsee 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
2025-07-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Arts, Entertainment, Recreation plans
THE TAPPING SOLUTION, LLC
THE TAPPING SOLUTION, LLC CASH BALANCE PENSION PLAN
$1.4M · 16 participants
TRALLUME, INC.
TRALLUME, INC. DEFINED BENEFIT PLAN AND TRUST
$1.4M · 2 participants
PLAN B ENTERTAINMENT 2020, LLC
PLAN B ENTERTAINMENT 2020, LLC 401(K) PLAN
$1.4M · 12 participants
UNITED STATES ARTISTS INC.
UNITED STATES ARTISTS 403B PLAN
$1.4M · 15 participants
JACQUELINE WOODSON INC.
JACQUELINE WOODSON INC. RETIREMENT PLAN
$1.4M · 2 participants
MICHAEL PAUL PRODUCTIONS
MICHAEL PAUL PRODUCTIONS DEFINED BENEFIT PLAN
$1.4M · 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