· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GESUALDO FONSECA — GESUALDO FONSECA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250409084426NAL0019699153001
GESUALDO FONSECA
Form 5500-SF
FILING_RECEIVED
GESUALDO FONSECA 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$1K
Net assets (EOY)
$1K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GESUALDO FONSECA
.
Find decision makers
Plan sponsor
Name
GESUALDO FONSECA
EIN
86-1076602
Address
112 NORRIS CANYON PL APT A · SAN RAMON, CA · 945831440
Phone
(925) 457-0967
Industry
All Other Professional Services
· Professional & Technical Services
see all
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
2025-04-09
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
ILLINOIS WOUND CARE CENTERS
ILLINOIS WOUND CARE CENTERS LL 401(K) PROFIT SHARING PLAN & TRUST
$1K · 1 participants
NORCAL FITNESS INC
NORCAL FITNESS INC 401(K) PROFIT SHARING PLAN & TRUST
$1K · 63 participants
PREMIER CREDIT SOLUTIONS LLC
PREMIER CREDIT SOLUTIONS 401(K) PLAN
$1K · 2 participants
CANELA MEXICAN CAFE
CANELA MEXICAN CAFE 401(K) PROFIT SHARING PLAN & TRUST
$1K · 2 participants
VICARIOUS FPC, INC.
VICARIOUS FPC, INC. 401(K) PLAN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1K · 2 participants
AUBZ LOGISTICS INC
AUBZ LOGISTICS INC 401(K) PROFIT SHARING PLAN & TRUST
$1K · 9 participants
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
