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THE FRIENDLY GIFT SHOP, INC. — THE FRIENDLY GIFT SHOP, INC. RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250712104449NAL0006937601001
THE FRIENDLY GIFT SHOP, INC.
Form 5500-SF
FILING_RECEIVED
THE FRIENDLY GIFT SHOP, INC. RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
3
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
THE FRIENDLY GIFT SHOP, INC.
.
Find decision makers
Plan sponsor
Name
THE FRIENDLY GIFT SHOP, INC.
EIN
51-0154137
Address
1812 MARSH ROAD, SUITE 4 · WILMINGTON, DE · 19810
Phone
(302) 475-6560
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
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 providers
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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.
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