Original filing (PDF)20241004050628NAL0006355347001

PETIT AVE INC

Name: PETIT AVE INC — PETIT AVE INC 401K PLAN, Form 5500 (2023)
Creator: PETIT AVE INC

Form 5500-SF

FILING_RECEIVED

PETIT AVE INC 401K PLAN

401(k) retirement plan

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$18

Net assets (EOY)

$18

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETIT AVE INC.

Plan sponsor

Name

PETIT AVE INC

EIN

83-0614063

Address

6719 QUAKERTOWN AVE · WINNETKA, CA · 91306

Phone

(818) 590-0356

Industry

Health Care & Social Assistancesee 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

2024-10-04

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

SENIOR CARE EXCELLENCE

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$21

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CARE CONNECT HEALTHCARE 401(K) PLAN

$6 · 4 participants

FREDERICK MENNONITE COMMUNITY

FREDERICK MENNONITE COMMUNITY 403(B) RETIREMENT PLAN

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 1% as many balances as active participants — suggests many active employees aren't deferring.

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.