· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CUTTONE & MASTRO, CPA'S — CUTTONE & MASTRO, CPA'S 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730153259NAL0002496451001
CUTTONE & MASTRO, CPA'S
Form 5500-SF
FILING_RECEIVED
CUTTONE & MASTRO, CPA'S 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
CUTTONE & MASTRO, CPA'S
.
Find decision makers
Plan sponsor
Name
CUTTONE & MASTRO, CPA'S
EIN
45-2184917
Address
7543 N. INGRAM · SUITE 102 · FRESNO, CA · 93711
Phone
(559) 261-4300
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
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
Related plans
Similar-size CPA Offices plans
ROBERT L FOX
FOX & COMPANY 401K & PROFIT SHARING PLAN
$2.7M · 2 participants
WENDLER PLLC
WENDLER PLLC 401(K) PROFIT SHARING PLAN & TRUST
$2.7M · 5 participants
PESCATORE COOPER PLC
PESCATORE COOPER PLC 401(K) PROFIT SHARING PLAN
$2.7M · 8 participants
KEVIN G WILSON CPA PC
KEVIN G WILSON CPA PC 401K PLAN
$2.7M · 5 participants
NACCA & CAPIZZI, LLP
NACCA & CAPIZZI, LLP 401(K) PROFIT SHARING PLAN
$2.7M · 11 participants
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TAKSEY, NEFF & ASSOCIATES, LLC
TAKSEY, NEFF & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
$2.7M · 8 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