How big is Socalbro LLC's plan?

Socalbro LLC's plan reported $21K in assets and 44 participants for 2024.

Original filing (PDF)20250719180305NAL0001581219001

Socalbro LLC

Name: Socalbro LLC — Socalbro LLC 401(k), Form 5500 (2024)
Creator: Socalbro LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Socalbro LLC 401(k)

401(k) retirement plan · Socalbro LLC's Socalbro LLC 401(k) held $21K in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

People on this filing

Nick Rice signed Socalbro LLC's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Socalbro LLC's EIN is 82-3353197.

EIN 82-3353197

Plan number 001

Plan year 2024

ACK ID 20250719180305NAL0001581219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Socalbro LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Socalbro LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOCALBRO LLC.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SOCALBRO LLC

EIN

all filings

Address

734 STATE ST · SANTA BARBARA, CA · 93101

Phone

(415) 497-8673

Industry

Accommodation & Food Services

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

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

QSR CT, LLC

QSR CT 401(k) Plan

$21K · 122 participants

C & H Service LLC

C & H Service LLC Profit Sharing Plan

$21K · 7 participants

HOT RODS 50S Diner Inc.

HOT RODS 401(k)

$21K · 112 participants

DMN Market Place, LLC

DMN Market Place, LLC 401(k) Plan

$21K · 2 participants

SCS Franchising Inc.

SCS Franchising 401(k) Plan

$21K · 45 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.