Original filing (PDF)20241007171028NAL0009078051001

BOB'S REFRIGERATION

Name: BOB'S REFRIGERATION — BOB'S REFRIGERATION 401(K) PLAN, Form 5500 (2023)
Creator: BOB'S REFRIGERATION

Form 5500-SF

FILING_RECEIVED

BOB'S REFRIGERATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 BOB'S REFRIGERATION.

Plan sponsor

Name

BOB'S REFRIGERATION

EIN

77-0265202

Address

333 S. HIGHWAY 59 · MERCED, CA · 95340

Phone

(209) 722-6312

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-30

Filed

2024-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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