Original filing (PDF)20251015065323NAL0003939169001

BARIS RODI INC

Name: BARIS RODI INC — BARIS RODI INC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BARIS RODI INC

Form 5500-SF

FILING_RECEIVED

BARIS RODI INC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$149K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARIS RODI INC.

Plan sponsor

Name

BARIS RODI INC

EIN

94-3403906

Address

1026 1ST STREET · NAPA, CA · 94559

Phone

(707) 254-8006

Industry

Accommodation & Food Servicessee 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

2A · Age/service weighted or new comparability

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

Service providers (Schedule C)

Small plans don't disclose service providers

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