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Original filing (PDF)20260309085143NAL0002090305001
UNKNOWN BATHS ONE
Form 5500
FILING_RECEIVED
UNKNOWN BATHS 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 3.8 mo45% in single holdingNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
117
Plan assets (EOY)
$96K
Net assets (EOY)
$96K
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
78
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.8 months past the 10.5-month grace window.
- Top holding "iShares 1-3 Year Treasury Bond ETF Exchange traded fund ** 4 iShares 0-5 Year High Yield Corporate Bond ETF Exchange traded fund ** 3 SPDR Portfolio S&P 500 ETF Exchange traded fund" is 45% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNKNOWN BATHS ONE.
Plan sponsor
Name
UNKNOWN BATHS ONE
EIN
82-1650788
Address
120 WOOSTER ST, 3RD FLOOR · NEW YORK, NY · 10012
Phone
(929) 489-2284
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2026-03-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
8 direct securities· $84K(87% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares 1-3 Year Treasury Bond ETF Exchange traded fund ** 4 iShares 0-5 Year High Yield Corporate Bond ETF Exchange traded fund ** 3 SPDR Portfolio S&P 500 ETF Exchange traded fund | — | — | — | $37K | 38.8% | |
| Vanguard FTSE Developed Markets Exchange traded fund | — | — | — | $21K | 22.1% | |
| Vanguard Total Stock Market ETF Exchange traded fund ** 384 Vanguard FTSE Emerging Markets Exchange traded fund | — | — | — | $8K | 7.8% | |
| iShares Core Total US Bond Market ETF Exchange traded fund | — | — | — | $6K | 6.5% | |
| SPDR Portfolio S&P 400 Mid Cap Exchange traded fund | — | — | — | $5K | 5.3% | |
| SPDR Portfolio S&P 600 Small Cap ETF Exchange traded fund | — | — | — | $4K | 4.0% | |
| iShares Flexible Income Active ETF Exchange traded fund ** 1 Vanguard Total International Bond ETF Exchange traded fund | — | — | — | $1K | 1.4% | |
| iShares Emerging Markets USD Bond ETF Exchange traded fund | — | — | — | $1K | 1.3% |
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