· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BOUTWELL FAY LLP — BOUTWELL FAY LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250925153425NAL0003620851001
BOUTWELL FAY LLP
Form 5500-SF
FILING_RECEIVED
BOUTWELL FAY LLP 401(K) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
9
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
BOUTWELL FAY LLP
.
Find decision makers
Plan sponsor
Name
BOUTWELL FAY LLP
EIN
33-0802931
Address
19712 MACARTHUR BLVD, SUITE 222 · IRVINE, CA · 92612
Phone
(949) 660-0481
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
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LAW OFFICES OF DAVID J. HERNANDEZ & ASSOCIATES
LAW OFFICES OF DAVID J. HERNANDEZ DEFINED BENEFIT PLAN
$3.0M · 5 participants
HALPERN MAY YBARRA GELBERG LLP
HALPERN MAY YBARRA GELBERG CASH BALANCE PLAN
$3.0M · 14 participants
RAUBER JOHNSON & BLACK ATTORNEYS AT LAW
RAUBER JOHNSON & BLACK 401K PROFIT SHARING PLAN
$3.0M · 9 participants
JOHN D. KASSEL, ATTORNEY AT LAW, L.L.C.
JOHN D. KASSEL, ATTORNEY AT LAW, L.L.C. 401(K) PLAN
$3.0M · 7 participants
LAW OFFICES GREGORY P DILEO APLC
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.
LAW OFFICES OF GREGORY P DILEO, APLC 401(K) PLAN
$3.0M · 8 participants
BECKER, HOERNER & YSURSA P.C.
BECKER, HOERNER & YSURSA P.C. EMPLOYEES 401K PLAN
$3.0M · 14 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
