Original filing (PDF)20250416220525NAL0000464210095

SAN DIEGO TAX & FINANCIAL ASSOCIATES

Name: SAN DIEGO TAX & FINANCIAL ASSOCIATES — SAN DIEGO TAX & FINANCIAL ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: SAN DIEGO TAX & FINANCIAL ASSOCIATES

Form 5500-SF

FILING_RECEIVED

SAN DIEGO TAX & FINANCIAL ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$398K

Net assets (EOY)

$398K

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 (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN DIEGO TAX & FINANCIAL ASSOCIATES.

Plan sponsor

Name

SAN DIEGO TAX & FINANCIAL ASSOCIATES

EIN

46-1286072all filings

Address

5411 AVENIDA ENCINAS · SUITE 180 · CARLSBAD, CA · 92008

Phone

(760) 618-1099

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator