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Original filing (PDF)20251016120808NAL0003358563001
UNKNOWN BATHS TWO
Form 5500
FILING_RECEIVED
UNKNOWN BATHS TWO 401(K) PLAN
401(k) retirement plan
Signals · 2
45% in single holdingNo recordkeeper disclosed
Active participants
182
Accounts w/ balance
161
Plan assets (EOY)
$86K
Net assets (EOY)
$86K
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
78
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SPDR S&P Kensho New Economies Composite ETF Exchange Traded Fund ** 6 Invesco Emerging Markets Sovereign Debt ETF Exchange Traded Fund ** 2 SPDR Portfolio S&P 500 ETF Exchange Traded Fund" is 45% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNKNOWN BATHS TWO.
Plan sponsor
Name
UNKNOWN BATHS TWO
EIN
86-3710648
Address
121 WOOSTER ST, 3RD FLOOR · NEW YORK, NY · 10012
Phone
(929) 489-2284
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-10-16
Pension benefit codes
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
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 direct securities· $63K(73% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPDR S&P Kensho New Economies Composite ETF Exchange Traded Fund ** 6 Invesco Emerging Markets Sovereign Debt ETF Exchange Traded Fund ** 2 SPDR Portfolio S&P 500 ETF Exchange Traded Fund | — | — | — | $28K | 32.8% | |
| iShares 0-5 Year TIPS Bond ETF Exchange Traded Fund ** 63 Vanguard FTSE Developed Markets Exchange Traded Fund | — | — | — | $16K | 19.0% | |
| Vanguard LongTerm Government Bond Exchange Traded Fund ** 7 Vanguard Total Stock Market ETF Exchange Traded Fund ** 13 Vanguard FTSE Emerging Markets Exchange Traded Fund | — | — | — | $6K | 6.6% | |
| iShares Core Total US Bond Market ETF Exchange Traded Fund | — | — | — | $5K | 5.8% | |
| SPDR Portfolio S&P 400 Mid Cap Exchange Traded Fund | — | — | — | $4K | 4.5% | |
| SPDR Portfolio S&P 600 Small Cap ETF Exchange Traded Fund | — | — | — | $3K | 3.4% | |
| Vanguard Total International Bond ETF Exchange Traded Fund | — | — | — | $1K | 1.3% |
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