· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
D. KATTENGELL O.D. INC. — D. KATTENGELL O.D. INC. RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250731130059NAL0005288657001
D. KATTENGELL O.D. INC.
Form 5500-SF
FILING_RECEIVED
D. KATTENGELL O.D. INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$17K
Net assets (EOY)
$17K
Plan health score (directional)
89
/ 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
D. KATTENGELL O.D. INC.
.
Find decision makers
Plan sponsor
Name
D. KATTENGELL O.D. INC.
EIN
87-2610464
Address
1431 7TH ST · 101 · SANTA MONICA, CA · 90401
Phone
(210) 365-4744
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
2025-07-31
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
Related plans
Similar-size All Other Professional Services plans
DTIQ TECHNOLOGIES, INC.
DTIQ TECHNOLOGIES, INC. GROUP MEDICAL PLAN
$17K · 122 participants
FRESH START LAUNDRY LLC
FRESH START LAUNDRY LLC 401(K) PROFIT SHARING PLAN & TRUST
$17K · 8 participants
MNLA LLC
MNLA LLC RETIREMENT TRUST
$17K · 2 participants
FREESTYLE SNACKING, LLC
FREESTYLE SNACKING, LLC RETIREMENT TRUST
$17K · 1 participants
A PLUS HOME IMPROVEMENTS LLC
A PLUS HOME IMPROVEMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$17K · 9 participants
MAGICAL MOMENTS ABA
MAGICAL MOMENTS ABA RETIREMENT TRUST
$17K · 145 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
