· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ST. MARYS DINING ROOM — ST. MARY'S DINING ROOM 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015175354NAL0010610978001
ST. MARYS DINING ROOM
Form 5500-SF
FILING_RECEIVED
ST. MARY'S DINING ROOM 401(K) PLAN
401(k) retirement plan
Active participants
63
Accounts w/ balance
26
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
ST. MARYS DINING ROOM
.
Find decision makers
Plan sponsor
Name
ST. MARYS DINING ROOM
EIN
94-2687280
Address
545 W. SONORA STREET · STOCKTON, CA · 95203
Phone
(209) 467-0703
Industry
Health Care & Social Assistance
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 Health Care & Social Assistance plans
BABYLON CENTRAL FIRE ALARM
BABYLON CENTRAL FIRE ALARM 401K PROFIT SHARING PLAN
$1.9M · 12 participants
FELLOWSHIP PLACE, INC.
FELLOWSHIP PLACE, INC 403(B) PLAN
$1.8M · 39 participants
HOPE FAMILY SERVICES, INC.
HOPE FAMILY SERVICES, INC.
$1.8M · 12 participants
GARY SINISE FOUNDATION
GARY SINISE FOUNDATION 403B PLAN
$1.8M · 72 participants
SER- JOBS FOR PROGRESS, INC.
SER- JOBS FOR PROGRESS, INC. CASH BALANCE PLAN
$1.9M · 54 participants
65
Knocking points off
Only 41% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MENORAH HOUSING FOUNDATION
MENORAH HOUSING FOUNDATION DEFINED CONTRIBUTION PLAN
$1.8M · 43 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