Original filing (PDF)20250423220139NAL0009813840070

J. PEREZ BUSINESS MANAGEMENT LLC

Name: J. PEREZ BUSINESS MANAGEMENT LLC — J. PEREZ BUSINESS MANAGEMENT LLC 401(K) PLAN, Form 5500 (2024)
Creator: J. PEREZ BUSINESS MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

J. PEREZ BUSINESS MANAGEMENT LLC 401(K) 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 J. PEREZ BUSINESS MANAGEMENT LLC.

Plan sponsor

Name

J. PEREZ BUSINESS MANAGEMENT LLC

EIN

92-2731414

Address

3583 47TH STREET · SAN DIEGO, CA · 921053515

Phone

(619) 813-0744

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

SUSTAINABASE

SUSTAINABASE 401(K) PLAN

CULTIVATED STRATEGY, LLC

CULTIVATED STRATEGY 401(K) PLAN

NASHIONAL INDEPENDENT TAX PLANNING PLLC

NASHIONAL INDEPENDENT TAX PLANNING PLLC 401(K) PLAN

$0 · 2 participants

FORTE ACCOUNTING SOLUTIONS LLC

FORTE ACCOUNTING SOLUTIONS LLC 401(K) PLAN

$0 · 3 participants

NEWPORT GROUP, INC.

WEALTH ENHANCEMENT GROUP POOLED EMPLOYER PLAN