Original filing (PDF)20251006181044NAL0004095777001

SOTTILE BALTAXE

Name: SOTTILE BALTAXE — SOTTILE BALTAXE CASH BALANCE PLAN, Form 5500 (2024)
Creator: SOTTILE BALTAXE

Form 5500-SF

FILING_RECEIVED

SOTTILE BALTAXE CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 SOTTILE BALTAXE.

Plan sponsor

Name

SOTTILE BALTAXE

EIN

45-4218527

Address

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

Phone

(818) 889-0050

Industry

Law Offices· 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

2025-10-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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

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