· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MAHER ACCOUNTANCY — MAHER ACCOUNTANCY 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250610085606NAL0011498003001
MAHER ACCOUNTANCY
Form 5500-SF
FILING_RECEIVED
MAHER ACCOUNTANCY 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
11
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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
MAHER ACCOUNTANCY
.
Find decision makers
Plan sponsor
Name
MAHER ACCOUNTANCY
EIN
27-3019797
Address
1101 FIFTH AVENUE, SUITE 200 · SAN RAFAEL, CA · 94901
Phone
(415) 459-1249
Industry
CPA 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
2025-06-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
GARCIA & ORTIZ, PA
GARCIA & ORTIZ, PA 401K PLAN
$3.5M · 22 participants
HAUSER JONES & SAS PLLC
HAUSER JONES AND SAS 401(K) PLAN
$3.5M · 46 participants
R.J. CARUSO
R.J. CARUSO 401(K) PLAN
$3.5M · 14 participants
COMBS, TENNANT & CARPENTER, P.C.
COMBS, TENNANT & CARPENTER, P.C. 401(K) & PROFIT SHARING PLAN
$3.5M · 13 participants
MCARTHUR, SLAY, AND DEWS PLLC
MCARTHUR, SLAY, AND DEWS PLLC 401(K) P/S PLAN
$3.5M · 13 participants
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.
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LANGLEY, O'GRADY & ASSOCIATES, P.C
LANGLEY, O'GRADY & ASSOCIATES, P.C. PROFIT SHARING PLAN
$3.5M · 23 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
