How big is Davidson, Czuleger and Blalock, LLP's plan?

Davidson, Czuleger and Blalock, LLP's plan reported $2.1M in assets and 13 participants for 2024.

Original filing (PDF)20251215131618NAL0000710451001

Davidson, Czuleger and Blalock, LLP

Name: Davidson, Czuleger and Blalock, LLP — Davidson, Form 5500 (2024)
Creator: Davidson, Czuleger and Blalock, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davidson, Czuleger & Blalock, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Davidson, Czuleger and Blalock, LLP's Davidson, Czuleger & Blalock, LLP 401(k) Profit Sharing Plan held $2.1M in plan assets for 13 participants in 2024.

Signals · 1

Late filing · 1.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Davidson, Czuleger and Blalock, LLP's EIN is 27-0436647.

EIN 27-0436647

Plan number 001

Plan year 2024

ACK ID 20251215131618NAL0000710451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davidson, Czuleger and Blalock, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davidson, Czuleger and Blalock, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVIDSON, CZULEGER AND BLALOCK, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

DAVIDSON, CZULEGER AND BLALOCK, LLP

EIN

all filings

Address

22485 LA PALMA AVENUE, SUITE 100 · YORBA LINDA, CA · 92887

Phone

(714) 692-6440

Industry

Law Offices· Professional & Technical Services

Plan administrator