· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TBF INVESTMENTS, INC. — SAN DIEGO RESTAURANT SUPPLY 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231004121757NAL0040570418001
TBF INVESTMENTS, INC.
Form 5500-SF
FILING_RECEIVED
SAN DIEGO RESTAURANT SUPPLY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
31
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
TBF INVESTMENTS, INC.
.
Find decision makers
Plan sponsor
Name
TBF INVESTMENTS, INC.
DBA
SAN DIEGO
EIN
95-2801760
Address
1202 MARKET STREET · SAN DIEGO, CA · 92101
Phone
(619) 239-8107
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
ALTERNATIVE HOSE INC
ALTERNATIVE HOSE, INC. 401(K) PLAN
$2.4M · 19 participants
MERLIN STELZER SALES CO. INC.
MERLIN STELZER SALES CO. INC., PROFIT SHARING PLAN
$2.4M · 13 participants
BUILDINGPOINT MIDWEST, LLC
BUILDINGPOINT EE 401K PLAN
$2.4M · 25 participants
PEACH TRADER, INC. DBA/ A CITY D
PEACH TRADER, INC. 401(K) PROFIT SHARING PLAN & TRUST
$2.4M · 41 participants
WYOMING BEARING & SUPPLY
WYOMING BEARING & SUPPLY RETIREMENT TRUST
100
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.
$2.4M · 50 participants
BURKE HANDLING SYSTEMS
BURKE HANDLING 401(K) PLAN
$2.4M · 60 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
