· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BENTSON & VUONA, CPAS — BENTSON & VUONA,CPA'S 401K RETIREMENT SAVINGS PLA, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009145006NAL0011689136001
BENTSON & VUONA, CPAS
Form 5500-SF
FILING_RECEIVED
BENTSON & VUONA,CPA'S 401K RETIREMENT SAVINGS PLA
401(k) retirement plan
Active participants
13
Accounts w/ balance
15
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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
BENTSON & VUONA, CPAS
.
Find decision makers
Plan sponsor
Name
BENTSON & VUONA, CPAS
EIN
33-0683633
Address
17 GODDARD · IRVINE, CA · 92618
Phone
(949) 789-1050
Industry
CPA 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
NEWMAN, NEWMAN & KAUFMAN, LLP
NEWMAN, NEWMAN & KAUFMAN, LLP 401(K) PLAN
$3.2M · 22 participants
THOMPSON PALMER & ASSOCIATES PC
401(K) PROFIT SHARING PLAN AND TRUST
$3.2M · 9 participants
DAVID WEISS CPA PLLC
DAVID WEISS CPA PLLC 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 4 participants
EDWIN R MUENZNER CPA LLC
EDWIN R MUENZNER CPA LLC 401(K) PLAN
$3.2M · 11 participants
OLSON REYES & SAUERWEIN, LLC
OLSON, REYES & SAUERWEIN, LLC 401K 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.
$3.2M · 32 participants
MARTIN, DOLAN & HOLTON, LTD.
MARTIN, DOLAN & HOLTON, LTD. PROFIT SHARING 401(K) PLAN
$3.2M · 13 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
