How big is Fresh Concepts' plan?

Fresh Concepts' plan reported $4K in assets and 59 participants for 2024.

Original filing (PDF)20250718155012NAL0002954464001

Fresh Concepts

Name: Fresh Concepts — Waypoint Cafe 401(k) Plan, Form 5500 (2024)
Creator: Fresh Concepts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waypoint Cafe 401(k) Plan

401(k) retirement plan · Fresh Concepts' Waypoint Cafe 401(k) Plan held $4K in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Marcus Bowie signed Fresh Concepts' 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fresh Concepts' EIN is 77-0453550.

EIN 77-0453550

Plan number 001

Plan year 2024

ACK ID 20250718155012NAL0002954464001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fresh Concepts from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fresh Concepts' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRESH CONCEPTS.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FRESH CONCEPTS

EIN

all filings

Address

325 DURLEY AVE · CAMARILLO, CA · 93010

Phone

(805) 388-2535

Industry

Accommodation & Food Services

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

2025-07-18

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

2T · Default investment account (QDIA)

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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