Search public Form 5500 filings

Plans

• planMeruelo Group 401(K) Plan And TrustFinancial statementProvider compensation2023 filing
  $109.2Mreported assets (EOY)
  Sponsor: Meruelo Group LLCEIN: 90-1017707Plan: 001Participants: 4,315Assets: $109,240,438Net assets: $109.2MAssets / participant: $25.3KLocation: Downey, CALatest: 2023
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• planUnion Roofers Health & Welfare FundFinancial statementProvider compensation2023 filing
  $53.3Mreported assets (EOY)
  Sponsor: Union Roofers Health & Welfare FundEIN: 95-1856197Plan: 502Participants: 1,053Assets: $53,342,738Net assets: $47.4MAssets / participant: $50.7KLocation: Downey, CALatest: 2023
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• planUnion Roofers Supplemental Annuity Trust FundFinancial statementProvider compensation2023 filing
  $48Mreported assets (EOY)
  Sponsor: Union Roofers Supplemental Annuity Trust FundEIN: 95-3070101Plan: 001Participants: 5,358Assets: $48,000,753Net assets: $47.9MAssets / participant: $9KLocation: Downey, CALatest: 2023
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• planFinancial Partners Credit Union Employees' 401(K) Savings PlanFinancial statementProvider compensation2023 filing
  $33.5Mreported assets (EOY)
  Sponsor: Financial Partners Credit UnionEIN: 95-1653038Plan: 002Participants: 425Assets: $33,474,197Net assets: $33.5MAssets / participant: $78.8KLocation: Downey, CALatest: 2023
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• planHeritage 401(K) PlanFinancial statementProvider compensation2023 filing
  $30.5Mreported assets (EOY)
  Sponsor: Heritage Companies, LLCEIN: 85-4294289Plan: 001Participants: 779Assets: $30,548,210Net assets: $30.5MAssets / participant: $39.2KLocation: Downey, CALatest: 2023
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• planRp Automotive Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $25.6Mreported assets (EOY)
  Sponsor: Rp Automotive, Inc.EIN: 90-0389057Plan: 001Participants: 854Assets: $25,644,494Net assets: $25.6MAssets / participant: $30KLocation: Downey, CALatest: 2023
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• planRancho Research Institute 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
  $13.9Mreported assets (EOY)
  Sponsor: Rancho Research InstituteEIN: 95-1911180Plan: 002Participants: 171Assets: $13,924,747Net assets: $13.9MAssets / participant: $81.4KLocation: Downey, CALatest: 2023
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• planJames Perse Enterprises, LLC 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $12.7Mreported assets (EOY)
  Sponsor: James Perse Enterprises, LLCEIN: 95-4498473Plan: 001Participants: 344Assets: $12,717,321Net assets: $12.7MAssets / participant: $37KLocation: Downey, CALatest: 2023
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