· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FONTANELLO, DUFFIELD & OTAKE, LLP — FDO 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250707124434NAL0009021554001
FONTANELLO, DUFFIELD & OTAKE, LLP
Form 5500-SF
FILING_RECEIVED
FDO 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
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
FONTANELLO, DUFFIELD & OTAKE, LLP
.
Find decision makers
Plan sponsor
Name
FONTANELLO, DUFFIELD & OTAKE, LLP
EIN
37-1420474
Address
111 PINE STREET · SUITE 1750 · SAN FRANCISCO, CA · 94111
Phone
(415) 983-0200
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
2025-07-07
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
LISA SMITHSON AND COMPANY DBA LS AND COMPANY
LS AND COMPANY 401(K) PLAN
$3.2M · 9 participants
DIBARTOLOMEO, MCBEE, HARTLEY & B
DIBARTOLOMEO, MCBEE, HARTLEY & 401K PROFIT SHARING PLAN
$3.2M · 13 participants
PAUL R. GERTELMAN CPA, PC
PAUL R. GERTELMAN CPA, PC PENSION PLAN
$3.2M · 3 participants
WOLF WEISSMAN, C.P.A.'S, P.C.
WOLF WEISSMAN, C.P.A.'S, P.C. PROFIT SHARING PLAN
$3.2M · 11 participants
MCCRIMLISK DITULLIO AND COMPANY LLP
GEORGE H MCCRIMLISK & COMPANY 401(K) PS 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 · 11 participants
SCHOWALTER & JABOURI, P.C.
SCHOWALTER & JABOURI, P. C. 401(K) PLAN
$3.2M
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
