Original filing (PDF)20250717202401NAL0000898129001

HARPERS INVESTMENTS INC

Name: HARPERS INVESTMENTS INC — HARPER INVESTMENTS INC 401(K) PLAN, Form 5500 (2024)
Creator: HARPERS INVESTMENTS INC

Form 5500-SF

FILING_RECEIVED

HARPER INVESTMENTS INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

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 HARPERS INVESTMENTS INC.

Plan sponsor

Name

HARPERS INVESTMENTS INC

EIN

77-0472749

Address

143 N H ST · LOMPOC, CA · 93436

Phone

(805) 570-3182

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

THATCHER FAMILY VENTURES, LLC

THATCHER FAMILY VENTURES, LLC 401(K) PLAN

$3K · 6 participants

MUNDIAL COFFEE LLC

$3K · 8 participants

ALEBRIJES BAKERY CORP

$3K · 7 participants

TJD FOODS, INC.

TJD FOODS, INC. CBWV BENEFIT PLAN

$3K · 2 participants

LACEY'S PLACE, LLC

LACEY'S PLACE, LLC 401(K) PLAN

$3K · 109 participants