How big is SD Socal Group's plan?

SD Socal Group's plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250814141223NAL0009178643001

SD Socal Group

Name: SD Socal Group — Fundamental Wealth Management, Form 5500 (2024)
Creator: SD Socal Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fundamental Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · SD Socal Group's Fundamental Wealth Management 401(k) Profit Sharing Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Peter DOLD signed SD Socal Group's 2024 Form 5500 as plan administrator.

Peter DOLD — 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

SD Socal Group's EIN is 87-3558321.

EIN 87-3558321

Plan number 001

Plan year 2024

ACK ID 20250814141223NAL0009178643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SD Socal Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SD SOCAL GROUP.

Finding similar companies…

Plan health score

Top-tier plan health

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

Helping the score