· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LITTLE & TARZI, LLP — LITTLE & TARZI, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250916165619NAL0001296547001
LITTLE & TARZI, LLP
Form 5500-SF
FILING_RECEIVED
LITTLE & TARZI, LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
LITTLE & TARZI, LLP
.
Find decision makers
Plan sponsor
Name
LITTLE & TARZI, LLP
EIN
26-2032906
Address
3333 MICHELSON DRIVE, SUITE 735 · IRVINE, CA · 92612
Phone
(949) 333-1699
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
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SADER LAW FIRM
SADER LAW FIRM, LLC 401(K) P/S PLAN
$1.1M · 8 participants
CARL T BOAKE PA
CARL T BOAKE P A PROFIT SHARING PLAN
$1.1M · 1 participants
IGER WANKEL & BONKOWSKI LLP
IGER WANKEL & BONKOWSKI LLP 401(K) PLAN
$1.1M · 5 participants
LAW OFFICES OF RICHARD M. LEVY P.C.
LAW OFFICES OF RICHARD M. LEVY P.C. 401(K) PLAN AND TRUST
$1.1M · 3 participants
LAW OFFICES OF NATHANIEL M. HOLMES, LLC
LAW OFFICES OF NATHANIEL M. HOLMES 401(K) PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 8 participants
LAW OFFICES OF LEONARD S. BECKER, APC
LAW OFFICES OF LEONARD S. BECKER, APC 401(K) PLAN
$1.1M · 9 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
