Back to filter
Original filing (PDF)20250623180224NAL0016026594001
DONUTTERY, INC.
Form 5500-SF
FILING_RECEIVED
DONUTTERY INC. PENSION PLAN
Defined-benefit pension plan
Active participants
14
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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 DONUTTERY, INC..
Plan sponsor
Name
DONUTTERY, INC.
EIN
81-1049259
Address
17420 BEACH BLVD. · HUNTINGTON BEACH, CA · 92647
Phone
(714) 847-7000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-23
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Retail Trade plans
H & M HOLDING, INC.
BLOEDOW BAKERY 401(K) PLAN
$1.2M · 30 participants
VIBRANT HEALTH PRODUCTS INC. U.S.A.
SILVER HILLS 401(K) PLAN
$1.2M · 9 participants
MODERN PASTRY INC.
MODERN PASTRY RETIREMENT PLAN
$1.3M · 55 participants
DESSERTS ETC BY THE HERSHEY PANTRY
DESSERTS ETC BY THE HERSHEY PANTRY 401(K) PROFIT SHARING PLAN
$1.3M · 6 participants
JOSEPH CORROPOLESE BAKERY AND
CORROPOLESE BAKERY & DELI 401K
$1.3M · 35 participants
ALANS BAGELS, INC
ALAN'S BAGELS, INC CASH BALANCE PLAN
$1.2M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B