How big is YONA REDZ's plan?

YONA REDZ's plan reported $13K in assets and 62 participants for 2024.

Original filing (PDF)20250719090325NAL0002790545001

YONA REDZ

Name: YONA REDZ — YONA REDZ 401(k) Plan, Form 5500 (2024)
Creator: YONA REDZ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

YONA REDZ 401(k) Plan

401(k) retirement plan · YONA REDZ's YONA REDZ 401(k) Plan held $13K in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Shirley Horner signed YONA REDZ's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

YONA REDZ's EIN is 85-4194276.

EIN 85-4194276

Plan number 001

Plan year 2024

ACK ID 20250719090325NAL0002790545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for YONA REDZ from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

YONA REDZ's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

YONA REDZ

EIN

all filings

Address

532 STATE ST · SANTA BARBARA, CA · 93101

Phone

(805) 729-6041

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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