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WINARD YACHT CLUB — Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241014095722NAL0014730531001
WINARD YACHT CLUB
Form 5500-SF
FILING_RECEIVED
WINARD YACHT CLUB
401(k) retirement plan
Active participants
60
Accounts w/ balance
29
Plan assets (EOY)
$54K
Net assets (EOY)
$54K
Plan health score (directional)
84
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WINARD YACHT CLUB
.
Find decision makers
Plan sponsor
Name
WINARD YACHT CLUB
EIN
95-2147448
Address
280 YACHT CLUB WAY · REDONDO BEACH, CA · 90277
Phone
(310) 376-2459
Industry
Accommodation & Food Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
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
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CALIOS OF CORTLAND LLC
CALIOS OF CORTLAND LLC 401(K) PROFIT SHARING PLAN & TRUST
65
Knocking points off
Only 48% as many balances as active participants — suggests many active employees aren't deferring.
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.
$54K · 11 participants
REZDORA LLC
REZDORA 401(K) PLAN
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$88.3B
