Original filing (PDF)20230920220040NAL0002496513024

WEST REALM SHIRES SERVICES INC.

Name: WEST REALM SHIRES SERVICES INC. — WEST REALM SHIRES SERVICES INC. 401(K) PLAN, Form 5500 (2022)
Creator: WEST REALM SHIRES SERVICES INC.

Form 5500-SF

FILING_RECEIVED

WEST REALM SHIRES SERVICES INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 WEST REALM SHIRES SERVICES INC..

Plan sponsor

Name

WEST REALM SHIRES SERVICES INC.

EIN

84-4554002

Address

2000 CENTER STREET, STE 400 · BERKELEY, CA · 94704

Phone

(510) 485-9139

Industry

Retail Tradesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-17

Filed

2023-09-20

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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