Original filing (PDF)20251007141353NAL0002528979001

MCCRIMLISK DITULLIO AND COMPANY LLP

Name: MCCRIMLISK DITULLIO AND COMPANY LLP — GEORGE H MCCRIMLISK & COMPANY 401(K) PS PLAN, Form 5500 (2024)
Creator: MCCRIMLISK DITULLIO AND COMPANY LLP

Form 5500-SF

FILING_RECEIVED

GEORGE H MCCRIMLISK & COMPANY 401(K) PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCRIMLISK DITULLIO AND COMPANY LLP.

Plan sponsor

Name

MCCRIMLISK DITULLIO AND COMPANY LLP

EIN

20-1657655

Address

150 S. LOS ROBLES AVE. · SUITE 880 · PASADENA, CA · 91101

Phone

(626) 744-0323

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-07

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

PAUL R. GERTELMAN CPA, PC

PAUL R. GERTELMAN CPA, PC PENSION PLAN

$3.2M · 3 participants

DIBARTOLOMEO, MCBEE, HARTLEY & B

DIBARTOLOMEO, MCBEE, HARTLEY & 401K PROFIT SHARING PLAN

$3.2M · 13 participants

LISA SMITHSON AND COMPANY DBA LS AND COMPANY

LS AND COMPANY 401(K) PLAN

$3.2M · 9 participants

FONTANELLO, DUFFIELD & OTAKE, LLP

FDO 401(K) PROFIT SHARING PLAN

$3.2M · 9 participants

NANCY L. LUKE, CPA

NANCY L. LUKE, CPA PROFIT SHARING PLAN