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WEDDLE INDUSTRIES — WEDDLE INDUSTRIES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250520130055NAL0001154241001
WEDDLE INDUSTRIES
Form 5500-SF
FILING_RECEIVED
WEDDLE INDUSTRIES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
14
Accounts w/ balance
20
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
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
WEDDLE INDUSTRIES
.
Find decision makers
Plan sponsor
Name
WEDDLE INDUSTRIES
EIN
91-2030774
Address
7200 HOLLISTER AVE STE C · GOLETA, CA · 931172884
Phone
(805) 562-8600
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-20
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
Related plans
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HANSON DISTRIBUTING COMPANY
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FIRE & SAFETY SERVICES, LTD.
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FIRE & SAFETY SERVICES, LTD. PROFIT SHARING THRIFT PLAN
$5.7M · 64 participants
SUTHERLIN MANAGEMENT, INC.
SUTHERLIN MANAGEMENT, INC. 401(K) PLAN
$5.7M · 421 participants
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
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