How big is Addleman & Associates' plan?

Addleman & Associates' plan reported $1.5M in assets and 14 participants for 2024.

Original filing (PDF)20250717185306NAL0001167792001

Addleman & Associates

Name: Addleman & Associates — Addleman & Associates 401(k), Form 5500 (2024)
Creator: Addleman & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Addleman & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Addleman & Associates' Addleman & Associates 401(k) Profit Sharing Plan held $1.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Anna Addleman signed Addleman & Associates' 2024 Form 5500 as plan administrator.

Anna Addleman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Addleman & Associates' EIN is 36-4698285.

EIN 36-4698285

Plan number 001

Plan year 2024

ACK ID 20250717185306NAL0001167792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Addleman & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Addleman & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ADDLEMAN & ASSOCIATES

EIN

all filings

Address

1350 COLUMBIA ST · SUITE 703 · SAN DIEGO, CA · 92101

Phone

(619) 227-1188

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator