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PAT KULETO REST. & AFFILIATES — PAT KULETO REST. & AFFILIATES 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250605140449NAL0011949393001
PAT KULETO REST. & AFFILIATES
Form 5500-SF
FILING_RECEIVED
PAT KULETO REST. & AFFILIATES 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
210
Accounts w/ balance
77
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
72
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PAT KULETO REST. & AFFILIATES
.
Find decision makers
Plan sponsor
Name
PAT KULETO REST. & AFFILIATES
EIN
68-0232481
Address
26 PIER #7 THE EMBARCADERO · SAN FRANCISCO, CA · 94105
Phone
(415) 284-9603
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
2025-06-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
Only 37% 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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