· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SHIFT AUTOWERX — Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250720072920NAL0000275200001
SHIFT AUTOWERX
Form 5500-SF
FILING_RECEIVED
SHIFT AUTOWERX
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$944
Net assets (EOY)
$944
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
SHIFT AUTOWERX
.
Find decision makers
Plan sponsor
Name
SHIFT AUTOWERX
EIN
87-3711490
Address
126 N VINEWOOD ST · ESCONDIDO, CA · 92029
Phone
(619) 627-2843
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-12-31
Filed
2025-07-20
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 Other Services (ex. Public Admin) plans
DREAM TEAM LEXINGTON LLC
DREAM TEAM LEXINGTON LLC
$945 · 5 participants
TRICON CONSTRUCTION MANAGEMENT
TRICON CONSTRUCTION MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
$943 · 14 participants
EMERALD TREE AND SHRUB CARE IN
EMERALD TREE AND SHRUB CARE IN 401(K) PROFIT SHARING PLAN & TRUST
$943 · 110 participants
JAFFERY ORAL SURGERY LLC
UNION MILL ORAL SURGERY
$946 · 5 participants
PART FACTORY INC
PART FACTORY INC 401K PLAN
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.
$946 · 2 participants
E & E LOGISTICS
E & E LOGISTICS- 401(K) PLAN
$946 · 1 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