Original filing (PDF)20250729190510NAL0001853859001

DEVERICH & GILLMAN LLP

Name: DEVERICH & GILLMAN LLP — DEVERICH & GILLMAN LLP RETIREMENT PLAN, Form 5500 (2024)
Creator: DEVERICH & GILLMAN LLP

Form 5500-SF

FILING_RECEIVED

DEVERICH & GILLMAN LLP RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVERICH & GILLMAN LLP.

Plan sponsor

Name

DEVERICH & GILLMAN LLP

EIN

33-0938261

Address

20 PACIFICA SUITE 320 · IRVINE, CA · 92618

Phone

(949) 438-8600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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