· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WASSON & ASSOCIATES — WASSON & ASSOCIATES 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724051255NAL0005423376001
WASSON & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
WASSON & ASSOCIATES 401K PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
10
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
WASSON & ASSOCIATES
.
Find decision makers
Plan sponsor
Name
WASSON & ASSOCIATES
EIN
27-4570711
Address
17822 SEVENTEENTH STREET, STE 20 · TUSTIN, CA · 92780
Phone
(714) 368-0000
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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SAM J SAAD III, PA
SAM J SAAD III 401(K) PROFIT SHARING PLAN
$1.1M · 12 participants
CLINT BRASHER, ATTORNEY AT LAW, PLLC
BRASHER LAW FIRM, PLLC ROTH 401(K) PLAN
$1.1M · 8 participants
FRANCIS BELL LAW FIRM, LLC
FRANCIS BELL LAW FIRM, LLC 401(K) RETIREMENT PLAN
$1.1M · 3 participants
MANI ELLIS AND LAYNE, PLLC
MANI ELLIS AND LAYNE, PLLC 401(K) AND PROFIT SHARING PLAN
$1.1M · 6 participants
WILLIAM H. HORTON & ASSOCIATES, PLLC
WILLIAM H. HORTON & ASSOCIATES, PLLC 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
MARINIELLO AND MARINIELLO PC
MARINIELLO AND MARINIELLO PC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 4 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
