· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SV EMPLOYMENT LAW FIRM PC — SV EMPLOYMENT LAW FIRM PC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250220110624NAL0005101345001
SV EMPLOYMENT LAW FIRM PC
Form 5500-SF
FILING_RECEIVED
SV EMPLOYMENT LAW FIRM PC RETIREMENT PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
9
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
SV EMPLOYMENT LAW FIRM PC
.
Find decision makers
Plan sponsor
Name
SV EMPLOYMENT LAW FIRM PC
EIN
46-2438544
Address
160 BOVET ROAD, STE 401 · SAN MATEO, CA · 94402
Phone
(650) 265-0222
Industry
Law 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
2025-02-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
WORLEY & PELTZ, PLLC
WORLEY & PELTZ, PLLC 401(K) PLAN
$1.1M · 5 participants
SMITH & WEER, P.C.
SMITH & WEER, P.C. 401(K) PLAN
$1.1M · 3 participants
REIF LAW GROUP, P.C.
REIF LAW GROUP, P. C. CASH BALANCE PENSION PLAN
$1.1M · 10 participants
THE MEYER LAW OFFICE, PC
THE MEYER LAW OFFICE, PC CASH BALANCE PLAN
$1.1M · 13 participants
MARINIELLO AND MARINIELLO PC
MARINIELLO AND MARINIELLO PC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 4 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THEA F. RUBIN, ATTORNEY AT LAW, LLC
THEA F. RUBIN, ATTORNEY AT LAW, LLC 401(K) PLAN
$1.1M · 2 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
