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Original filing (PDF)20251011080126NAL0019650226001
TOP POT DOUGHNUTS
Form 5500
FILING_RECEIVED
FORUS 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
123
Accounts w/ balance
238
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOP POT DOUGHNUTS.
Plan sponsor
Name
TOP POT DOUGHNUTS
EIN
77-0637919
Address
6004 S. 190TH STREET · SUITE 102 · KENT, WA · 98032
Phone
(206) 631-2043
Industry
Retail Tradesee all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HELLAM VARON & COMPANY, PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL, INC. | 46-1803145 | SAN CARLOS, CA | ADMINISTRATOR | $7K | — |
| AT RETIREMENT SERVICES | 83-3455979 | DUBUQUE, IA | N/A | $4K | — |
Investments
18 direct securities· $1.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv Mutual Fund N/A | — | — | — | $282K | 14.6% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund N/A | — | — | — | $234K | 12.2% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund N/A | — | — | — | $226K | 11.8% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund N/A | — | — | — | $225K | 11.7% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund N/A | — | — | — | $200K | 10.4% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund N/A | — | — | — | $158K | 8.2% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund N/A | — | — | — | $126K | 6.6% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund N/A | — | — | — | $101K | 5.3% | |
| Schwab S&P 500 Fund - Select Mutual Fund N/A | — | — | — | $97K | 5.0% | |
| Fidelity Mid Cap Index Mutual Fund N/A | — | — | — | $83K | 4.3% | |
| Fidelity Small Cap Index Instl Premium Mutual Fund N/A | — | — | — | $79K | 4.1% | |
| Fid Total Mkt Index Instl Premium Class Mutual Fund N/A | — | — | — | $29K | 1.5% | |
| Vanguard Inflation-Protected Sec Fund Mutual Fund N/A | — | — | — | $26K | 1.4% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund N/A | — | — | — | $25K | 1.3% | |
| Vanguard FTSE Social Index Fund Mutual Fund N/A | — | — | — | $18K | 1.0% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund N/A | — | — | — | $7K | 0.4% | |
| Participant Loans Interest rates 4.25% to 9.50%; -0- | — | — | — | $4K | 0.2% | |
| Vanguard Target Retirement Income Inv Mutual Fund N/A | — | — | — | $2K | <0.1% |
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