Back to filter
Original filing (PDF)20251119132007NAL0003997777001
SHAW BAKERS
Form 5500
FILING_RECEIVED
SHAW BAKERS
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
358
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 SHAW BAKERS.
Plan sponsor
Name
SHAW BAKERS
EIN
47-5148270
Address
320B SHAW ROAD · SOUTH SAN FRANCISCO, CA · 94080
Phone
(650) 273-1440
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-11-19
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Manufacturing plans
CRAVE COOKIE
CRAVE COOKIE 401(K) PLAN
$0 · 5 participants
JAHA OPS M, LLC
JAHA OPS M, LLC GHT BENEFIT PLAN
$0
SCHMIDT BAKING COMPANY, INC.
SCHMIDT BAKING COMPANY, INC. PENSION PLAN FOR SALARIED EMPLOYEES
$0
MCRAND CORPORATION
MCRAND CORPORATION 401(K) PROFIT SHARING PLAN
$0
FLOWERS FOODS, INC.
HOLSUM BAKERY BAKERS AND SANITORS' PENSION PLAN
$0
QUIXOTIC BAKERY LLC
QUIXOTIC BAKERY 401(K) PLAN
$0
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