Original filing (PDF)20250619102907NAL0007631106001

CATALINA COFFEE & COOKIE CO. LLC

Name: CATALINA COFFEE & COOKIE CO. LLC — CATALINA COMPANIES 401K PLAN, Form 5500 (2024)
Creator: CATALINA COFFEE & COOKIE CO. LLC

Form 5500-SF

FILING_RECEIVED

CATALINA COMPANIES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATALINA COFFEE & COOKIE CO. LLC.

Plan sponsor

Name

CATALINA COFFEE & COOKIE CO. LLC

EIN

88-1896560

Address

P.O. BOX 306 · AVALON, CA · 90704

Phone

(310) 968-1243

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-07

Tax period

2025-04-28

Filed

2025-06-19

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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