· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALLAN A. SHENOI — ALLAN A. SHENOI 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251011161652NAL0014468640001
ALLAN A. SHENOI
Form 5500-SF
FILING_RECEIVED
ALLAN A. SHENOI 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
Plan health score (directional)
86
/ 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
ALLAN A. SHENOI
.
Find decision makers
Plan sponsor
Name
ALLAN A. SHENOI
EIN
20-5281394
Address
1234 ROSALIND RD. · SAN MARINO, CA · 91108
Phone
(626) 922-2444
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
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
GRIFFITHS LAW PC
GRIFFITHS LAW PC 401(K) PLAN
$6.3M · 17 participants
HOLM & O'HARA LLP
HOLM & O'HARA LLP 401(K) PROFIT SHARING PLAN
$6.3M · 17 participants
TENNESSEE BAR ASSOCIATION
TENNESSEE BAR ASSOCIATION 401(K) PLAN
$6.3M · 21 participants
GODWIN BOWMAN PC
GODWIN BOWMAN PC 401(K) SAVINGS AND RETIREMENT PLAN
$6.3M · 30 participants
WATERS TYLER HOFMANN AND SCOTT LLC
WATERS TYLER HOFMANN & SCOTT LLC RETIREMENT SAVINGS PLAN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.3M · 14 participants
HARRIS WELSH AND LUKMANN
HARRIS WELSH AND LUKMANN PROFIT SHARING PLAN
$6.3M · 8 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
