Back to filter
Original filing (PDF)20250725181835NAL0003336675001
CHARM THAI, LLC
Form 5500-SF
FILING_RECEIVED
CHARM THAI, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
11
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 CHARM THAI, LLC.
Plan sponsor
Name
CHARM THAI, LLC
EIN
81-4390902
Address
3241 WALNUT STREET · FREMONT, CA · 94538
Phone
(415) 812-1475
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
1C · Cash balance or similar hybrid DB
1B · Flat-dollar DB formula
1H · PBGC-terminated and closed out
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 Accommodation & Food Services plans
SILVERSPOON CORPORATION
SILVERSPOON CORPORATION CASH BALANCE PLAN
$1.2M · 5 participants
CARDINAL CORRAL OF JAX, INC.
CARDINAL CORRAL OF JAX, INC. 401(K) PLAN
$1.3M · 45 participants
JILLIAN'S RESTAURANT, INC.
JILLIAN'S RESTAURANT 401(K) PLAN
$872K · 27 participants
GKC MANAGEMENT GROUP, INC.
GKC MANAGEMENT GROUP, INC. EMPLOYEES' 401(K) PLAN
$734K · 36 participants
FOURTH QUARTER, INC.
FOURTH QUARTER, INC. RETIREMENT PLAN
$731K · 49 participants
SYSTM FOODS INC.
SYSTM FOODS INC. 401(K) PLAN
$1.6M · 30 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
