Original filing (PDF)20251008161051NAL0013827314001

BARTON PERREIRA RETAIL II LLC

Name: BARTON PERREIRA RETAIL II LLC — BAFTON PERREIRA RETAIL II LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: BARTON PERREIRA RETAIL II LLC

Form 5500-SF

FILING_RECEIVED

BAFTON PERREIRA RETAIL II LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 16.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARTON PERREIRA RETAIL II LLC.

Plan sponsor

Name

BARTON PERREIRA RETAIL II LLC

EIN

90-0780876

Address

459 WALD · IRVINE, CA · 926184639

Phone

(949) 305-5360

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-07-14

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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