Retirement plan

CALIFORNIA FAUCETS, INC. 401(K) PROFIT SHARING PLAN

Name: CALIFORNIA FAUCETS, INC. - CALIFORNIA FAUCETS, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: CALIFORNIA FAUCETS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALIFORNIA FAUCETS, INC. 401(K) PROFIT SHARING PLAN, CALIFORNIA FAUCETS, INC.

CALIFORNIA FAUCETS, INC.EIN 33-0294654Plan #001PY 2025

5271 ARGOSY DRIVE - HUNTINGTON BEACH, CA 926491015714-891-7797calfaucets.comLinkedIn51-200 employeesbuilding materials

Prospect flagsLow returnsHigh cashLow assets / participant

How to read this page

Total assets (EOY)

$11M

+23.0% from 2024

Total participants

310

+10.3% from 2024

Average account balance

$35,576

+11.1% from 2024

Annual return

12.32%

+1.54 pp from 2024

Benchmarks

See 1,097 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort1,097 peers

Snapshot2025

See peer percentile detail with Solo.

Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.

Start Solo for $4.99 Compare plans

Analytics

Total assets (EOY)

Plan-year ending balance

$11.03M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$36K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

310

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.78M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.32%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$224

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory with Solo.

Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.

Start Solo for $4.99 Compare plans

Service providers

Top 4 by compensation

Provider	Service type	Compensation
HOWARD SIMON & ASSOCIATES, INC.1 year Filed as: HOWARD SIMON & ASSOCIATES, LLC Service code 70 · EIN 36-3132823	Consulting Fees	$21,350
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930	Recordkeeping	$16,738
CALIBER AUDIT & ATTEST6 years Filed as: CALIBER AUDIT AND ATTEST LLP Service code 10 · EIN 26-2350873	Accounting	$16,500
RAYMOND JAMES FINANCIAL SERVICES6 years Filed as: RAYMOND JAMES & ASSOCIATES Service code 19 6320 CANOGA AVENUE · WOODLAND HILLS, CA 91367	Securities Custodian	$14,188

Plan features & details

Pension benefit codes2A2E2H2J2K3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$69K

$299 / participant

Recordkeeping$17K24.2%
Investment mgmt$14K20.5%
Contract admin$22K31.6%
Other / not subdivided$17K23.8%

% of EOY assets

0.628%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CALIBER AUDIT AND ATTEST LLP
Auditor EIN: 262350873
Audit fees: $16,500
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,576

$96,484-63.1%

$156,263-77.2%

$74,304-52.1%

Participation rate

100.0%

67.7%+32.3pp

78.9%+21.1pp

60.3%+39.7pp

Annual return

12.32%

17.73%-5.4pp

59.47%-47.1pp

29.43%-17.1pp

Employer contribution / active EE

$4,464

$2,528+76.6%

$4,333+3.0%

$2,241+99.2%

Participant deferral / active EE

$3,208

$4,286-25.1%

$6,158-47.9%

$3,767-14.8%

Admin fee / account holder

$224

$3,728-94.0%

$14,255-98.4%

$2,969-92.5%

Provider

Service type

Compensation

HOWARD SIMON & ASSOCIATES, INC.1 year

Filed as: HOWARD SIMON & ASSOCIATES, LLC

Service code 70 · EIN 36-3132823

Consulting Fees

$21,350

THE VANGUARD GROUP, INC.6 years

Filed as: THE VANGUARD GROUP

Service code 15 · EIN 23-1945930

Recordkeeping

$16,738

CALIBER AUDIT & ATTEST6 years

Filed as: CALIBER AUDIT AND ATTEST LLP

Service code 10 · EIN 26-2350873

Accounting

$16,500

RAYMOND JAMES FINANCIAL SERVICES6 years

Filed as: RAYMOND JAMES & ASSOCIATES

Service code 19

6320 CANOGA AVENUE · WOODLAND HILLS, CA 91367

Securities Custodian

$14,188

CALIFORNIA FAUCETS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALIFORNIA FAUCETS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion