Original filing (PDF)20250827182910NAL0009671169001

T FETTER & CO

Name: T FETTER & CO — T FETTER COMPANIES 401(K) PLAN, Form 5500 (2024)
Creator: T FETTER & CO

Form 5500-SF

FILING_RECEIVED

T FETTER COMPANIES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for T FETTER & CO.

Plan sponsor

Name

T FETTER & CO

EIN

95-3255960

Address

2550 FIFTH AVENUE, SUITE 629 · SAN DIEGO, CA · 92103

Phone

(619) 234-7989

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

2024-12-31

Filed

2025-08-27

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2J · 401(k) feature

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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