· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CONKLIN & CONKLIN INC — CONKLIN & CONKLIN INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250423175137NAL0013105986001
CONKLIN & CONKLIN INC
Form 5500-SF
FILING_RECEIVED
CONKLIN & CONKLIN INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
25
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
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
CONKLIN & CONKLIN INC
.
Find decision makers
Plan sponsor
Name
CONKLIN & CONKLIN INC
EIN
94-2783181
Address
34201 SEVENTH STREET · UNION CITY, CA · 945870000
Phone
(510) 489-5500
Industry
Manufacturing
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
2025-04-23
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 Manufacturing plans
AMERICAN MACHINE & GEAR
AMERICAN MACHINE & GEAR INC PROFIT SHARING TRUST
$6.2M · 27 participants
UNITED TOOL & MOLD, INC.
UNITED TOOL & MOLD 401(K) PROFIT SHARING PLAN
$6.2M · 63 participants
PRODUCTION MACHINE & TOOL, LP
PRODUCTION MACHINE & TOOL, LP 401(K) PLAN
$6.2M · 46 participants
THREADED SCREW PRODUCTS CO., INC.
THREADED SCREW PRODUCTS CO., INC. PROFIT SHARING PLAN
$6.2M · 19 participants
GLOBE TECH LLC
GLOBE TECH LLC 401(K) PLAN
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.
$6.2M · 92 participants
JONESBORO TOOL & DIE, INC.
JONESBORO TOOL & DIE, INC. 401K PLAN
$6.1M · 55 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