· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AJLS ENTERPRISES DBA SCHOEPS ICE CREAM — SCHOEP'S ICE CREAM 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20260202162201NAL0002581696001
AJLS ENTERPRISES DBA SCHOEPS ICE CREAM
Form 5500-SF
FILING_RECEIVED
SCHOEP'S ICE CREAM 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 14.5 mo
No auditor on file
Active participants
136
Accounts w/ balance
42
Plan assets (EOY)
$914K
Net assets (EOY)
$914K
Plan health score (directional)
64
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AJLS ENTERPRISES DBA SCHOEPS ICE CREAM
.
Find decision makers
Plan sponsor
Name
AJLS ENTERPRISES DBA SCHOEPS ICE CREAM
EIN
84-4590603
Address
3400 W SEGERSTROM AVE · SANTA ANA, CA · 92704
Phone
(949) 655-0080
Industry
Manufacturing
see 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
2026-02-02
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
Related plans
Similar-size Manufacturing plans
LAPPERT ICE CREAM
LAPPERT RETIREMENT PLAN
$907K · 32 participants
DRIFTLESS CHEESE, LLC
DRIFTLESS CHEESE LLC 401(K) PLAN
$920K · 22 participants
IMAGING BIOMETRICS, LLC
IMAGING BIOMETRICS, LLC 401K PLAN
$922K · 3 participants
ROSEWOOD DAIRY INC
RENARD'S CHEESE 401(K) PLAN
$923K · 57 participants
WIDMER'S CHEESE CELLARS, INC.
WIDMER'S CHEESE CELLARS, INC. SAVINGS & RETIREMENT PLAN
$901K · 16 participants
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Filed 14.5 months past the 10.5-month grace window.
Only 31% 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.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MYRON L. OLSON MASTER CHEESEMAKER, LLC.
MYRON L. OLSON MASTER CHEESEMAKER, LLC.
$936K
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B