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Original filing (PDF)20250627163157NAL0005588947001

JOYCE E. REY C/O PRESTON SADIKOFF, C.P.A.

Form 5500-SF
FILING_RECEIVED
JOYCE E. REY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 2.4 mo
Active participants
1
Accounts w/ balance
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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 2.4 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOYCE E. REY C/O PRESTON SADIKOFF, C.P.A..
Plan sponsor
Name
JOYCE E. REY C/O PRESTON SADIKOFF, C.P.A.
EIN
95-4805711
Address
11990 SAN VICENTE BLVD #225 · LOS ANGELES, CA · 90049
Phone
(310) 277-7351
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-06-01
Tax period
2024-05-31
Filed
2025-06-27
Pension benefit codes
1A · Pay-related DB formula
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

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