Original filing (PDF)20260205074934NAL0007249698001

FANTE, INC. DBA CASA SANCHEZ

Name: FANTE, INC. DBA CASA SANCHEZ — FANTE INC 401(K) PLAN, Form 5500 (2024)
Creator: FANTE, INC. DBA CASA SANCHEZ

Form 5500-SF

FILING_RECEIVED

FANTE INC 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 2.6 moNo auditor on file

Active participants

138

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade C

Average plan with room to improve

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 FANTE, INC. DBA CASA SANCHEZ.

Plan sponsor

Name

FANTE, INC. DBA CASA SANCHEZ

EIN

94-2589623

Address

2898 W WINTON AVENUE · HAYWARD, CA · 94545

Phone

(650) 697-1800

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2026-02-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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COACTIV L L C

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$1.3M · 9 participants

Knocking points off

No independent qualified public accountant (IQPA) named.
Filed 2.6 months past the 10.5-month grace window.
Only 22% as many balances as active participants — suggests many active employees aren't deferring.

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.