· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
L. J. KRUSE COMPANY — L.J. KRUSE COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709164911NAL0013443234001
L. J. KRUSE COMPANY
Form 5500-SF
FILING_RECEIVED
L.J. KRUSE COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
29
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
L. J. KRUSE COMPANY
.
Find decision makers
Plan sponsor
Name
L. J. KRUSE COMPANY
EIN
95-3473451
Address
920 PARDEE STREET · BERKELEY, CA · 947102626
Phone
(510) 644-0260
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-09-30
Tax period
2024-09-29
Filed
2025-07-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
R J W DBA WHITES HEATING AND SHEET METAL
WHITE'S HEATING & SHEET METAL PROFIT SHARING PLAN
$2.8M · 14 participants
HORIZON HEATING & AIR CONDITIONING,LLC
HORIZON HEATING & AIR CONDITIONING, LLC 401(K) PLAN
$2.8M · 43 participants
HELP SERVICE COMPANY, INC.
HELP SERVICE COMPANY, INC. EMPLOYEES 401(K) PLAN
$2.8M · 27 participants
COMMONWEALTH HOME SERVICES, INC.
COMMONWEALTH HOME SERVICES, INC. 401(K) PLAN
$2.8M · 29 participants
JOHN VERDERAME & SONS, INC.
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.
JOHN VERDERAME & SONS, INC. PROFIT SHARING PLAN
$2.8M · 5 participants
BELLE HEATING & COOLING, INC
BELLE HEATING & COOLING 401(K) P/S PLAN
$2.8M · 6 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
