· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JON RENAU COLLECTION, INC. — JON RENAU COLLECTION, INC 401 (K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250725105218NAL0003356499001
JON RENAU COLLECTION, INC.
Form 5500-SF
FILING_RECEIVED
JON RENAU COLLECTION, INC 401 (K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
47
Accounts w/ balance
98
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
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
JON RENAU COLLECTION, INC.
.
Find decision makers
Plan sponsor
Name
JON RENAU COLLECTION, INC.
EIN
95-4110195
Address
2842 WHIPTALL LOOP WEST · CARLSBAD, CA · 92010
Phone
(760) 598-0067
Industry
Wholesale Trade
see all
Plan administrator
Name
FORUSALL INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
GRACE BEAUTY, LLC
GRACE BEAUTY LLC 401(K) PROFIT SHARING PLAN
$4.9M · 19 participants
COUGLE COMMISSION COMPANY
COUGLE COMMISSION COMPANY EMPLOYEES' PROFIT SHARING PLAN
$4.9M · 9 participants
SCHREIBER FOODS INTERNATIONAL, INC.
SCHREIBER FOODS INTERNATIONAL, INC. 401(K) PLAN
$4.9M · 55 participants
PBIGROUP LLC
PBIGROUP LLC 401(K) PROFIT SHARING PLAN
$4.9M · 57 participants
REGAL DISTRIBUTING COMPANY
REGAL DISTRIBUTING 401(K) PROFIT SHARING PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.8M · 98 participants
DESSAU BRASS, INC.
DESSAU BRASS, INC. PENSION PLAN
$4.8M · 2 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
