· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MUSTON & JACK PC — MUSTON & JACK PC CASH BALANCE PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250905163205NAL0017312161001
MUSTON & JACK PC
Form 5500-SF
FILING_RECEIVED
MUSTON & JACK PC CASH BALANCE PLAN & TRUST
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
MUSTON & JACK PC
.
Find decision makers
Plan sponsor
Name
MUSTON & JACK PC
EIN
20-2303715
Address
1885 THE ALAMEDA, SUITE 130 · SAN JOSE, CA · 95126
Phone
(408) 293-2026
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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
Related plans
Similar-size Law Offices plans
DALE R. BUBBA SAMUELS, LLC
DALE R. BUBBA SAMUELS, LLC 401(K) PROFIT SHARING PLAN
$1.3M · 4 participants
DEALY SILBERSTEIN & BRAVERMAN
DEALY SILBERSTEIN & BRAVERMAN 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 9 participants
KING & MARKMAN PA
KING & MARKMAN PA 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 8 participants
LAW OFFICES OF JOSEPH C. REID, P.A
LAW OFFICES OF JOSEPH C. REID, P.A. PROFIT SHARING PLAN
$1.3M · 2 participants
TOLLNER LAW OFFICES
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.
TOLLNER LAW OFFICES CASH BALANCE PLAN
$1.3M · 10 participants
HORNER LAW GROUP PC
HORNER LAW GROUP PC CASH BALANCE PLAN
$1.3M · 4 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
