Original filing (PDF)20250129171311NAL0008880163001

PLOURD & BREEZE, APC

Name: PLOURD & BREEZE, APC — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PLOURD & BREEZE, APC, Form 5500 (2024)
Creator: PLOURD & BREEZE, APC

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PLOURD & BREEZE, APC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLOURD & BREEZE, APC.

Plan sponsor

Name

PLOURD & BREEZE, APC

EIN

95-2810528

Address

1005 W STATE ST · EL CENTRO, CA · 922432830

Phone

(760) 352-3130

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-10-31

Filed

2025-01-29

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2T · Default investment account (QDIA)

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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