· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SO CAL PAINTERS AND ALLIED — SO CAL PAINTERS AND ALLIED-401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250721183048NAL0004691698001
SO CAL PAINTERS AND ALLIED
Form 5500-SF
FILING_RECEIVED
SO CAL PAINTERS AND ALLIED-401K PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
62
Plan assets (EOY)
$506K
Net assets (EOY)
$506K
Plan health score (directional)
83
/ 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
90
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
SO CAL PAINTERS AND ALLIED
.
Find decision makers
Plan sponsor
Name
SO CAL PAINTERS AND ALLIED
EIN
95-1082040
Address
1155 CORPORATE CENTER DR. · MONTEREY PARK, CA · 91754
Phone
(626) 584-9925
Industry
Other Services (ex. Public Admin)
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
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
MARIN BUILDERS ASSOCIATION
MARIN BUILDERS ASSOCIATION RETIREMENT PLAN
$511K · 4 participants
ECHO81, LLC
ECHO81, LLC 401(K) P/S PLAN
$518K · 15 participants
SNS SYSTEM INC
SNS SYSTEM INC 401(K) P/S PLAN
$520K · 3 participants
LOCAL 741 N.A.S.T.U.
LOCAL 741 N.A.S.T.U. EMPLOYEES 401(K) PLAN
$491K · 3 participants
THE ADVANCED POWER ALLIANCE
THE ADVANCED POWER ALLIANCE 401(K) P/S PLAN
$526K · 5 participants
80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
62% balance-to-active ratio — below typical for a healthy 401(k).
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BUILDING OWNERS AND MANAGERS ASSOCIATION OF OREGON DBA BOMA OREGON
BOMA 401(K) RETIREMENT SAVINGS PLAN
$527K · 3 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
