How big is Boyer & Conniff, LLP's plan?

Boyer & Conniff, LLP's plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20250530112823NAL0015431632001

Boyer & Conniff, LLP

Name: Boyer & Conniff, LLP — Form 5500 (2024)
Creator: Boyer & Conniff, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Boyer & Conniff, LLP held $2.1M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Leonard Conniff signed Boyer & Conniff, LLP's 2024 Form 5500 as plan administrator.

Leonard Conniff — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Boyer & Conniff, LLP's EIN is 27-4018010.

EIN 27-4018010

Plan number 001

Plan year 2024

ACK ID 20250530112823NAL0015431632001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boyer & Conniff, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boyer & Conniff, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOYER & CONNIFF, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

BOYER & CONNIFF, LLP

EIN

all filings

Address

12647 ALCOSTA BLVD STE 325 · SAN RAMON, CA · 94583

Phone

(925) 884-0270

Industry

CPA Offices· Professional & Technical Services

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

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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