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Original filing (PDF)20240322182705NAL0006734545001

CLOSE DEMETER, LLC

Form 5500
FILING_RECEIVED
IFG 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLOSE DEMETER, LLC.
Plan sponsor
Name
CLOSE DEMETER, LLC
EIN
77-0586252
Address
8224 ESPRESSO DRIVE, STE. 200 · BAKERSFIELD, CA · 93312
Phone
(661) 552-0221
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2024-03-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
WESPAC PLAN SERVICES LLC26-2824865ORINDA, CANONE$791—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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