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RANCHO TRADE, INC. — 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY RANCHO TRADE, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240916060943NAL0002241456001
RANCHO TRADE, INC.
Form 5500-SF
FILING_RECEIVED
401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY RANCHO TRADE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
33
Accounts w/ balance
22
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
86
/ 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
RANCHO TRADE, INC.
.
Find decision makers
Plan sponsor
Name
RANCHO TRADE, INC.
EIN
95-3414522
Address
3675 VIA DE LA VALLE · DELMAR, CA · 92014
Phone
(858) 755-2015
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-16
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ROCKTECH USA, INC.
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