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H.R. WELLINGTON CONSTRUCTION, INC. — H.R. WELLINGTON CONSTRUCTION, INC. SALARY DEFERRAL PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231025105727NAL0014587442001
H.R. WELLINGTON CONSTRUCTION, INC.
Form 5500-SF
FILING_RECEIVED
H.R. WELLINGTON CONSTRUCTION, INC. SALARY DEFERRAL PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$878K
Net assets (EOY)
$878K
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
H.R. WELLINGTON CONSTRUCTION, INC.
.
Find decision makers
Plan sponsor
Name
H.R. WELLINGTON CONSTRUCTION, INC.
EIN
94-3132945
Address
4722 MISSION STREET · SAN FRANCISCO, CA · 94112
Phone
(415) 239-1700
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Name
JAMES W. HICKS
EIN
83-0817173
City
SAN FRANCISCO, CA
Phone
(415) 239-1700
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
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Helping the score
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