Original filing (PDF)20250516132149NAL0015500611001

HILDE MINKEL & ASSOCIATES

Name: HILDE MINKEL & ASSOCIATES — HILDE MINKEL & ASSOCIATES CASH BALANCE PLAN, Form 5500 (2024)
Creator: HILDE MINKEL & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

HILDE MINKEL & ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 HILDE MINKEL & ASSOCIATES.

Plan sponsor

Name

HILDE MINKEL & ASSOCIATES

EIN

93-1558746

Address

3591 SACRAMENTO DRIVE, #122 · SAN LUIS OBISPO, CA · 93401

Phone

(805) 544-1314

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-16

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

THE A2 MILK COMPANY

THE A2 MILK COMPANY RETIREMENT TRUST

$1.3M · 17 participants

TECSMITH, INC.

TECSMITH, INC. 401(K) PLAN

$1.3M · 5 participants

SEED GLOBAL HEALTH INC.

SEED GLOBAL HEALTH INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.3M · 23 participants

PACK PRO TECHNOLOGIES, LLC

PACK PRO TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN

$1.3M · 4 participants

BITRISE, INC.

BITRISE 401(K) PLAN

$1.3M · 20 participants