· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PAYNE & FEARS, LLP — THE PAYNE & FEARS, LLP 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728164454NAL0005380434001
PAYNE & FEARS, LLP
Form 5500-SF
FILING_RECEIVED
THE PAYNE & FEARS, LLP 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
79
Plan assets (EOY)
$29.2M
Net assets (EOY)
$29.2M
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
PAYNE & FEARS, LLP
.
Find decision makers
Plan sponsor
Name
PAYNE & FEARS, LLP
EIN
33-0507930
Address
4 PARK PLZ STE 1100 · IRVINE, CA · 926148550
Phone
(949) 851-1100
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
2025-07-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
CONN KAVANAUGH ROSENTHAL PEISCH, FORD LLP 401(K) PROFIT SHARING PLAN
CONN KAVANAUGH ROSENTHAL PEISCH & FORD, LLP 401(K) PROFIT SHARING PLAN
$29.2M · 76 participants
MULLIN, HOARD & BROWN
MULLIN, HOARD & BROWN 401(K) PLAN
$29.2M · 69 participants
GOLDFARB & LIPMAN LLP
GOLDFARB & LIPMAN LLP RETIREMENT PLAN
$29.1M · 57 participants
WOOD & LAMPING, LLP
WOOD & LAMPING, L.L.P. PROFIT SHARING & 401(K) PLAN
$29.1M · 80 participants
CLARK, PARTINGTON, HART, LARRY, BOND & STACKHOUSE, P.A
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.
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CLARK, PARTINGTON, HART & HART EMPLOYEES PROFIT SHARING PLAN & TRUST
$29.2M · 81 participants
MCMANIS FAULKNER, PROFESSIONAL CORP
MCMANIS FAULKNER, A PROFESSIONAL CORPORATION 401(K) SAVINGS & PROFIT SHARING PLAN
$29.2M · 48 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
