· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CUSTOM GEAR & MACHINE — CUSTOM GEAR & MACHINE PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240731182957NAL0034908160001
CUSTOM GEAR & MACHINE
Form 5500-SF
FILING_RECEIVED
CUSTOM GEAR & MACHINE PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
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
CUSTOM GEAR & MACHINE
.
Find decision makers
Plan sponsor
Name
CUSTOM GEAR & MACHINE
EIN
94-2921486
Address
6459 BRISA STREET · LIVERMORE, CA · 94550
Phone
(925) 455-9985
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2024-01-01
Tax period
2024-03-31
Filed
2024-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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
MSI CORPORATION
MSI CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$0 · 24 participants
SANDS WELD AND FAB INC
SANDS WELD AND FAB INC 401(K) PROFIT SHARING PLAN & TRUST
$0
WEST COAST MANUFACTURING INC
WEST COAST MANUFACTURING INC 401(K)
$0
BENDCO MACHINE & TOOL CORP.
BENDCO MACHINE & TOOL CORP., 401(K) RETIREMENT PLAN
$0
CENTURY DIE COMPANY, LLC
CENTURY DIE COMPANY, LLC 401(K) RETIREMENT SAVINGS 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.
$0
BALAX, INC.
BALAX, INC. PROFIT SHARING PLAN
$0
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