· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHA & CHO, CPA INC. — CATHY CHA, CPA INC. 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930190412NAL0013615632001
CHA & CHO, CPA INC.
Form 5500-SF
FILING_RECEIVED
CATHY CHA, CPA INC. 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
4
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHA & CHO, CPA INC.
.
Find decision makers
Plan sponsor
Name
CHA & CHO, CPA INC.
EIN
46-1654874
Address
21070 HOMESTEAD ROAD, SUITE 205 · CUPERTINO, CA · 95014
Phone
(408) 899-2560
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
HOLDER & JACOBS, P.C.
HOLDER & JACOBS, P.C. 401(K) PLAN
$1.3M · 1 participants
THE TEN KEY GROUP, LLC
THE TEN KEY GROUP, LLC 401(K) PLAN
$1.3M · 3 participants
SHAW & CO PC
SHAW & CO PC 401K PROFIT SHARING PLAN AND TRUST
$1.3M · 6 participants
OSTER & WHEELER, P.C.
OSTER & WHEELER, P.C. 401(K) PLAN
$1.3M · 7 participants
BARNTHOUSE & CORNETT CPA'S LTD.
BARNTHOUSE & CORNETT CPA'S LTD P/S 401(K) PLAN
$1.3M · 6 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DELSEN AND COMPANY, LLP
DELSEN AND COMPANY, LLP 401(K) PROFIT SHARING PLAN
$1.3M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
