· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MANZANITA CAPITAL — MANZANITA CAPITAL 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250707202122NAL0006253888001
MANZANITA CAPITAL
Form 5500-SF
FILING_RECEIVED
MANZANITA CAPITAL 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$235K
Net assets (EOY)
$235K
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
MANZANITA CAPITAL
.
Find decision makers
Plan sponsor
Name
MANZANITA CAPITAL
EIN
87-4104219
Address
531 HILL ST · SAN FRANCISCO, CA · 94114
Phone
(650) 489-5054
Industry
Professional & Technical Services
see all
Plan administrator
Name
401GO, INC.
EIN
88-3928199
City
WEST JORDAN, UT
Phone
(801) 214-2125
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
SELECTUSA LLC
SELECTUSA DEFINED BENEFIT PENSION PLAN
$235K · 5 participants
PRIVATE ENERGY PARTNERS, LLC
PRIVATE ENERGY PARTNERS, LLC 401(K) PLAN
$235K · 8 participants
LYTICA THERAPEUTICS INC
LYTICA THERAPEUTICS INC 401(K) PROFIT SHARING PLAN & TRUST
$235K · 7 participants
VIRTUE GROUP LLC
VIRTUE GROUP 401(K) PLAN
$235K · 32 participants
MORAN GLOBAL STRATEGIES INC
MORAN GLOBAL STRATEGIES, INC. 401(K) PLAN
$235K · 8 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NEXT GEN ADMINISTRATION MANAGEMENT LLC
NEXT GEN ADMINISTRATION MANAGEMENT LLC 401K PLAN
$235K · 148 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
