· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERONIO LUMBER — BERONIO LUMBER 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250626104706NAL0021268498001
BERONIO LUMBER
Form 5500-SF
FILING_RECEIVED
BERONIO LUMBER 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
42
Accounts w/ balance
38
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
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
BERONIO LUMBER
.
Find decision makers
Plan sponsor
Name
BERONIO LUMBER
EIN
94-1397899
Address
2525 MARIN STREET · SAN FRANCISCO, CA · 94124
Phone
(415) 641-3248
Industry
Retail 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
2025-06-26
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
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 Retail Trade plans
WESTERN BUILDING MATERIALS CO., INC.
WESTERN BUILDING MATERIALS CO., INC. PROFIT SHARING PLAN
$9.0M · 8 participants
ZEPHYR ALUMINUM
ZEPHYR ALUMINUM EMPLOYEE SAVINGS & RETIREMENT PLAN
$9.0M · 57 participants
FALCO INDUSTRIES, INC.
FALCO INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
$9.1M · 70 participants
ESPY LUMBER COMPANY, INC.
ESPY LUMBER COMPANY, INC. PROFIT SHARING PLAN
$9.1M · 67 participants
TALBERT BUILDING SUPPLY, INC.
TALBERT BUILDING SUPPLY 401(K) PLAN AND TRUST
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.
$8.8M · 198 participants
BEST TILE DISTRIBUTORS, INC.
BEST TILE DISTRIBUTORS, INC. PROFIT SHARING PLAN
$9.1M · 41 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
