Original filing (PDF)20230317191002NAL0022336673001

R.W. GARCIA CO., INC.

Name: R.W. GARCIA CO., INC. — R.W. GARCIA CO., INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: R.W. GARCIA CO., INC.

Form 5500

FILING_RECEIVED

R.W. GARCIA CO., INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.W. GARCIA CO., INC..

Plan sponsor

Name

R.W. GARCIA CO., INC.

EIN

77-0121675

Address

100 ENTERPRISE WAY, SUITE C-230 · SCOTTS VALLEY, CA · 95066

Phone

(408) 287-4316

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-08-31

Filed

2023-03-17

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSU AND ANNUITY CO	71-0294708	—	SERVICE PROVIDER	$0	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	$0	—

Related plans

Other plans using VOYA RETIREMENT INSU AND ANNUITY CO

BRAGA RANCH, INC.

BRAGA RANCH 401(K) PLAN

$22.3M · 1,140 participants

INTERIM, INCORPORATED

INTERIM, INCORPORATED 403(B) PLAN

$12.8M · 224 participants

SAMBRAILO PACKAGING, INC.

SAMBRAILO PACKAGING PROFIT SHARING PLAN

$9.8M · 190 participants

BLAZERWILKINSONGEE, LLC

BLAZERWILKINSONGEE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$7.6M · 1,569 participants

COMMUNITY BRIDGES

COMMUNITY BRIDGES RETIREMENT PLAN

$6.9M · 181 participants