Original filing (PDF)20240919125349NAL0011927298001

SRE WELLNESS, INC. DBA AZUCA

Name: SRE WELLNESS, INC. DBA AZUCA — AZUCA 401(K) PLAN, Form 5500 (2023)
Creator: SRE WELLNESS, INC. DBA AZUCA

Form 5500-SF

FILING_RECEIVED

AZUCA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

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 (2nd percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SRE WELLNESS, INC. DBA AZUCA.

Plan sponsor

Name

SRE WELLNESS, INC. DBA AZUCA

EIN

82-4401358

Address

700 LOMAS BLVD NE · ALBUQUERQUE, NM · 87102

Phone

(505) 681-7962

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-19

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

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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