Original filing (PDF)20230724131036NAL0008558353001

SCOTT ELLIS FONDREN

Name: SCOTT ELLIS FONDREN — A-LIST EMBROIDERY, Form 5500 (2022)
Creator: SCOTT ELLIS FONDREN

Form 5500-SF

FILING_RECEIVED

A-LIST EMBROIDERY

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$58K

Net assets (EOY)

$58K

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 SCOTT ELLIS FONDREN.

Plan sponsor

Name

SCOTT ELLIS FONDREN

EIN

83-2917096

Address

720 S HWY 183 · SUITE 209 · AUSTIN, TX · 78741

Phone

(512) 567-7364

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-24

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

Related plans

Similar-size Manufacturing plans

JOCASSEE EMBROIDERY, LLC

JOCASSEE EMBROIDERY, LLC 401(K)

$51K · 27 participants

707 EMBROIDERY ZONE

707 EMBROIDERY ZONE 401(K) PLAN

$65K · 21 participants

BECKS CLASSIC MFG INC.

BECK'S CLASSIC MANUFACTURING 401(K) PLAN

$67K · 43 participants

ARMORSOURCE, LLC

ARMORSOURCE, LLC MEDICAL PLAN

$72K · 41 participants

UNIFORMITY OF NEVADA LLC

UNIFORMITY OF NEVADA LLC 401(K) PROFIT SHARING PLAN & TRUST

$37K · 5 participants