How big is Sottile Baltaxe's plan?

Sottile Baltaxe's plan reported $968K in assets and 7 participants for 2024.

Original filing (PDF)20251007182505NAL0011940642001

Sottile Baltaxe

Name: Sottile Baltaxe — Sottile Baltaxe 401(k) Profit, Form 5500 (2024)
Creator: Sottile Baltaxe
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sottile Baltaxe 401(k) Profit Sharing Plan

401(k) retirement plan · Sottile Baltaxe's Sottile Baltaxe 401(k) Profit Sharing Plan held $968K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$968K

Net assets (EOY)

$968K

Plan identifiers

Sottile Baltaxe's EIN is 45-4218527.

EIN 45-4218527

Plan number 001

Plan year 2024

ACK ID 20251007182505NAL0011940642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sottile Baltaxe from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sottile Baltaxe's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

SOTTILE BALTAXE

EIN

all filings

Address

28632 ROADSIDE DRIVE, SUITE 100 · AGOURA HILLS, CA · 91301

Phone

(818) 889-0050

Industry

Law Offices· Professional & Technical Services

Plan administrator