Original filing (PDF)20251013111301NAL0001099473001

ADLER KRISTJAN PC

Name: ADLER KRISTJAN PC — ADLER KRISTJAN, PC DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: ADLER KRISTJAN PC

Form 5500-SF

FILING_RECEIVED

ADLER KRISTJAN, PC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 ADLER KRISTJAN PC.

Plan sponsor

Name

ADLER KRISTJAN PC

EIN

45-3631531

Address

16891 ROYAL PINES LN · SANTA CLARITA, CA · 91387

Phone

(909) 709-3972

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

JOHN A. RABER AND ASSOCIATES, INC.

THE COMPANIES' 401(K) AND PROFIT SHARING PLAN

$1.6M · 8 participants

OMNI TECH INTERNATIONAL, LTD.

OMNI TECH INTERNATIONAL, LTD. 401(K)

$1.6M · 8 participants

THE PROJEX GROUP, LLC

THE PROJEX GROUP, LLC 401(K) PLAN

$1.6M · 6 participants

POLYGON IP, LLP

POLYGON IP, LLP 401(K) PLAN

$1.6M · 9 participants

JAG HOLDINGS GROUP LLC

$1.6M · 44 participants