Original filing (PDF)20260116020200NAL0017126257001

SPECIALTY WAREHOUSE INC MONEY PURCHASE PENSION

Name: SPECIALTY WAREHOUSE INC MONEY PURCHASE PENSION — Form 5500 (2024)
Creator: SPECIALTY WAREHOUSE INC MONEY PURCHASE PENSION

Form 5500-SF

FILING_RECEIVED

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALTY WAREHOUSE INC MONEY PURCHASE PENSION.

Plan sponsor

Name

SPECIALTY WAREHOUSE INC MONEY PURCHASE PENSION

DBA

SPECIALTY WAREHOUSE INC

EIN

94-3164300

Address

888 CARDEN STREET · SAN LEANDRO, CA · 94577

Phone

(510) 553-0875

Industry

Retail Tradesee all

Plan administrator

Name

SPECIALTY WAREHOUSE INC MONEY PURCHASE PENSION

EIN

94-3164300

City

SAN LEANDRO, CA

Phone

(510) 553-0875

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-16

Pension benefit codes

1A · Pay-related DB formula

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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