Original filing (PDF)20251002223131NAL0000556675001

ARELLANO ASSOCIATES, LLC

Name: ARELLANO ASSOCIATES, LLC — ARELLANO ASSOCIATES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ARELLANO ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

ARELLANO ASSOCIATES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 ARELLANO ASSOCIATES, LLC.

Plan sponsor

Name

ARELLANO ASSOCIATES, LLC

EIN

45-4181058

Address

5851 PINE AVENUE, SUITE A · CHINO HILLS, CA · 91709

Phone

(909) 627-2974

Industry

Professional & Technical Servicessee 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

2025-10-02

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

RHODE PLANNING & MANAGEMENT SOLUTIONS, INC.

RPMS 401(K) PLAN

$2.6M · 7 participants

BREAKFORTH SOLUTIONS, INC.

BREAKFORTH SOLUTIONS, INC. 401(K) PLAN

$2.6M · 117 participants

DEVEREUX CONSULTING, INC.

DEVEREUX CONSULTING 401K PLAN

$2.6M · 2 participants

AMERICAN PLANT MAINTENANCE LLC

AMERICAN PLANT MAINTENANCE 401(K) PS PLAN

$2.6M · 48 participants

EXECUTIVE COACHING NETWORK, INC.

EXECUTIVE COACHING NETWORK, INC. 401(K) PROFIT SHARING PLAN