· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HIXSON NAGATANI LLP — HIXSON NAGATANI, LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250614022301NAL0029147184001
HIXSON NAGATANI LLP
Form 5500-SF
FILING_RECEIVED
HIXSON NAGATANI, LLP 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
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
HIXSON NAGATANI LLP
.
Find decision makers
Plan sponsor
Name
HIXSON NAGATANI LLP
EIN
26-3430946
Address
2021 THE ALAMEDA STE 240 · SAN JOSE, CA · 95126
Phone
(408) 406-9955
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
2025-06-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
PORTER KIAKONA KOPPER, LLP
PORTER KIAKONA KOPPER, LLP 401(K) PROFIT SHARING PLAN
$4.6M · 22 participants
MACDONALD, LEE & SENECHALLE, LTD.
MACDONALD, LEE & SENECHALLE, LTD 401(K) PLAN
$4.6M · 22 participants
FRAZIER & SABIN, LLP
FRAZIER & SABIN, LLP 401(K) PLAN
$4.6M · 4 participants
SOUTHWEST VIRGINIA LEGAL AID S
403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHWEST VIRGINIA LEGAL AID SOCIETY, INC.
$4.6M · 35 participants
TOM D'AMORE
DAMORE RETIREMENT 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.6M · 18 participants
ROBBINS, BROWNING, GODWIN & MARCHINI LLP
ROBBINS, BROWNING, GODWIN & MARCHINI LLP PROFIT SHARING 401(K) PLAN
$4.6M · 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
