How big is Fontanello, Duffield & Otake, LLP's plan?

Fontanello, Duffield & Otake, LLP's plan reported $3.2M in assets and 9 participants for 2024.

Original filing (PDF)20250707124434NAL0009021554001

Fontanello, Duffield & Otake, LLP

Name: Fontanello, Duffield & Otake, LLP — FDO 401(k), Form 5500 (2024)
Creator: Fontanello, Duffield & Otake, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FDO 401(k) Profit Sharing Plan

401(k) retirement plan · Fontanello, Duffield & Otake, LLP's FDO 401(k) Profit Sharing Plan held $3.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Carol Duffield signed Fontanello, Duffield & Otake, LLP's 2024 Form 5500 as plan administrator.

Carol Duffield — 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

Fontanello, Duffield & Otake, LLP's EIN is 37-1420474.

EIN 37-1420474

Plan number 001

Plan year 2024

ACK ID 20250707124434NAL0009021554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fontanello, Duffield & Otake, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fontanello, Duffield & Otake, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FONTANELLO, DUFFIELD & OTAKE, LLP.

Finding similar companies…

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 (88th percentile).

Plan sponsor

Name

FONTANELLO, DUFFIELD & OTAKE, LLP

EIN

all filings

Address

111 PINE STREET · SUITE 1750 · SAN FRANCISCO, CA · 94111

Phone

(415) 983-0200

Industry

CPA Offices· Professional & Technical Services

Plan administrator