· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JARVIS FAY LLP — JARVIS FAY LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250926124340NAL0011811939001
JARVIS FAY LLP
Form 5500-SF
FILING_RECEIVED
JARVIS FAY LLP 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
17
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
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
JARVIS FAY LLP
.
Find decision makers
Plan sponsor
Name
JARVIS FAY LLP
EIN
20-0652630
Address
555 12TH STREET · SUITE 1630 · OAKLAND, CA · 94607
Phone
(510) 238-1400
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
HARTMANN DOHERTY ROSA BERMAN & BULBULIA, LLC
HARTMANN DOHERTY ROSA BERMAN & BULBULIA, LLC 401(K) PROFIT SHARING PLAN
$8.8M · 61 participants
THE SECURITY TITLE GUARANTEE CORPORATION OF BALTIMORE
THE SECURITY TITLE GUARANTEE CORPORATION OF BALTIMORE 401(K) PROFIT SHARING PLAN
$8.8M · 47 participants
KAPLAN & FREEDMAN, P.A.
KAPLAN & FREEDMAN, P.A. PROFIT SHARING PLAN
$8.8M · 11 participants
BURNS, DAY & PRESNELL, P.A.
BURNS, DAY & PRESNELL, P.A. 401(K) PLAN
$8.8M · 11 participants
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.
DEGAN, BLANCHARD & NASH, (APLC)
DEGAN, BLANCHARD & NASH (APLC) 401(K) PSP
$8.8M · 91 participants
GEARY, SHEA, O'DONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATIO
GEARY, SHEA, O'DONNELL, GRATTAN & MITCHELL, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
$8.8M · 15 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
