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WILLOW GLEN UNOCAL 76 INC. — WILLOW GLEN UNOCAL 76 INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250808144539NAL0002674147001
WILLOW GLEN UNOCAL 76 INC.
Form 5500-SF
FILING_RECEIVED
WILLOW GLEN UNOCAL 76 INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 32.7 mo
Active participants
7
Accounts w/ balance
4
Plan assets (EOY)
$236K
Net assets (EOY)
$236K
Plan health score (directional)
78
/ 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
75
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
WILLOW GLEN UNOCAL 76 INC.
.
Find decision makers
Plan sponsor
Name
WILLOW GLEN UNOCAL 76 INC.
EIN
77-0239257
Address
1104 MERIDIAN AVE · SAN JOSE, CA · 95125
Phone
(408) 832-3171
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-08-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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80
Knocking points off
Filed 32.7 months past the 10.5-month grace window.
57% 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.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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