AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC.
Form 5500-SF
FILING_RECEIVED
AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
24
Accounts w/ balance
7
Plan assets (EOY)
$175K
Net assets (EOY)
$175K
Plan health score
Above-average plan
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
44
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.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC..
Plan sponsor
Name
AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC.
EIN
33-0550033
Address
9444 BALBOA AVENUE · SUITE 300 · SAN DIEGO, CA · 92123
Phone
(858) 300-4714
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-07-21
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 All Other Professional Services plans
