· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DANA WEST YACHT CLUB — DANA WEST YACHT CLUB 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250719052250NAL0004299266001
DANA WEST YACHT CLUB
Form 5500-SF
FILING_RECEIVED
DANA WEST YACHT CLUB 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
14
Plan assets (EOY)
$12K
Net assets (EOY)
$12K
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
DANA WEST YACHT CLUB
.
Find decision makers
Plan sponsor
Name
DANA WEST YACHT CLUB
EIN
95-3470608
Address
24601 DANA DR · DANA POINT, CA · 92629
Phone
(714) 743-0782
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2024-12-31
Filed
2025-07-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
RUTH PINTER NP A NURSING CORPO
RUTH PINTER NP A NURSING CORPO 401(K) PROFIT SHARING PLAN & TRUST
$12K · 2 participants
THE DENTAL OFFICES OF MARCUS STE
THE DENTAL OFFICES OF MARCUS STEPHEN TAPPAN DDS &ASSOCIATES P
$12K · 13 participants
EMPLAX LLC
EMPLAX LLC - 401K
$12K · 3 participants
SCENIC GREEN LANDSCAPING LLC
SCENIC GREEN LANDSCAPING LLC
$12K · 2 participants
SALON SARARO LLC
SALON SARARO LLC 401K PLAN
$12K · 10 participants
80
Knocking points off
64% 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
IPS LOGISTIX
IPS LOGISTIX 401(K) PROFIT SHARING PLAN & TRUST
$12K · 20 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
