FONTES & MAHONY, CPAS, LLP PROFIT SHARING/401K PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
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
79
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FONTES & MAHONY, CPAS, LLP.
Plan sponsor
Name
FONTES & MAHONY, CPAS, LLP
EIN
33-0620766
Address
293 WHITE HORSE TRL · PALM DESERT, CA · 922118938
Phone
(714) 813-1954
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Name
FONTES & MAHONY, CPAS, LLP
EIN
33-0620766
City
PALM DESERT, CA
Phone
(714) 813-1954
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-01-25
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
