Original filing (PDF)20241024051227NAL0000369715001

THIRD PLACE MORAGA LLC

Name: THIRD PLACE MORAGA LLC — THIRD PLACE MORAGA LLC 401K PLAN, Form 5500 (2023)
Creator: THIRD PLACE MORAGA LLC

Form 5500-SF

FILING_RECEIVED

THIRD PLACE MORAGA LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THIRD PLACE MORAGA LLC.

Plan sponsor

Name

THIRD PLACE MORAGA LLC

EIN

82-4455944

Address

627 ST MARYS RD · LAFAYETTE, CA · 94549

Phone

(510) 227-9435

Industry

Accommodation & Food Servicessee 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

2024-10-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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