How big is FOZI Dwork & Modafferi, LLP's plan?

FOZI Dwork & Modafferi, LLP's plan reported $1.5M in assets and 9 participants for 2025.

Original filing (PDF)20260401120207NAL0001165873001

FOZI Dwork & Modafferi, LLP

Name: FOZI Dwork & Modafferi, LLP — FOZI Dwork &, Form 5500 (2025)
Creator: FOZI Dwork & Modafferi, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FOZI Dwork & Modafferi, LLP Profit Sharing Plan

401(k) retirement plan · FOZI Dwork & Modafferi, LLP's FOZI Dwork & Modafferi, LLP Profit Sharing Plan held $1.5M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jeremy Dwork signed FOZI Dwork & Modafferi, LLP's 2025 Form 5500 as plan administrator.

Jeremy Dwork — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

FOZI Dwork & Modafferi, LLP's EIN is 45-4366512.

EIN 45-4366512

Plan number 001

Plan year 2025

ACK ID 20260401120207NAL0001165873001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for FOZI Dwork & Modafferi, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

FOZI Dwork & Modafferi, LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOZI DWORK & MODAFFERI, LLP.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

FOZI DWORK & MODAFFERI, LLP

EIN

all filings

Address

5942 PRIESTLY DRIVE, SUITE 100 · CARLSBAD, CA · 92008

Phone

(760) 858-2283

Industry

Law Offices· Professional & Technical Services

Plan administrator