Original filing (PDF)20251208142906NAL0002065825001

RICK LOPEZ CORPORATION

Name: RICK LOPEZ CORPORATION — RICK LOPEZ CORPORATION RETIREMENT PLAN, Form 5500 (2024)
Creator: RICK LOPEZ CORPORATION

Form 5500-SF

FILING_RECEIVED

RICK LOPEZ CORPORATION RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$705K

Net assets (EOY)

$705K

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 RICK LOPEZ CORPORATION.

Plan sponsor

Name

RICK LOPEZ CORPORATION

EIN

77-0567553

Address

201 NORTH RICE AVENUE · UNIT G · OXNARD, CA · 93030

Phone

(805) 988-1865

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-12-08

Pension benefit codes

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

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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