Back to filter
Original filing (PDF)20250616131051NAL0002398274001
ARBEE INCORPORATED
Form 5500-SF
FILING_RECEIVED
ARBEE INCORPORATED, ET AL PROFIT SHARING PLAN #2
Defined-contribution retirement plan
Active participants
70
Accounts w/ balance
106
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARBEE INCORPORATED.
Plan sponsor
Name
ARBEE INCORPORATED
EIN
95-3177692
Address
444 VALLEY VISTA DRIVE · CAMARILLO, CA · 93010
Phone
(805) 389-9551
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Retail Trade plans
BAGWELL FENCE CO., INC.
BAGWELL FENCE CO., INC. 401(K) PLAN
$2.3M · 65 participants
CLINTON GLASS COMPANY, LLC
CLINTON GLASS COMPANY 401(K) PLAN
$2.3M · 21 participants
KEEL MANUFACTURING, INC.
KEEL MANUFACTURING, INC. 401(K) PROFIT SHARING PLAN
$2.3M · 3 participants
MAHONEYS BUILDING SUPPLY, INC
MAHONEY'S BUILDING SUPPLY, INC 401K & PROFIT SHARING PLAN
$2.3M · 30 participants
CJ LINK LUMBER COMPANY, INC.
CJ LINK LUMBER COMPANY, INC. CASH BALANCE PLAN
$2.3M · 12 participants
SUNCOAST CONTRACTORS SUPPLY, INC.
SUNCOAST CONTRACTORS SUPPLY INC.401(K) RETIREMENT PLAN
$2.3M · 118 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