Original filing (PDF)20250929204017NAL0012593296001

KRUTILLA & ASSOCIATES, INC.

Name: KRUTILLA & ASSOCIATES, INC. — KRUTILLA & ASSOCIATES DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: KRUTILLA & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

KRUTILLA & ASSOCIATES DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 KRUTILLA & ASSOCIATES, INC..

Plan sponsor

Name

KRUTILLA & ASSOCIATES, INC.

EIN

46-4942877

Address

350 NORTH WIGET LANE, · SUITE 150 · WALNUT CREEK, CA · 945985440

Phone

(925) 941-5440

Industry

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

2025-09-29

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size Professional & Technical Services plans

JENSEN & NOVACIC, INC.

JENSEN & NOVACIC, INC. PROFIT SHARING PLAN

$3.6M · 3 participants

CHIU & WANG, INC.

CHIU & WANG, INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN

$3.6M · 5 participants

BRITT & COMPANY CPA LLC

BRITT & COMPANY CPA LLC 401(K) RETIREMENT PLAN

$3.6M · 5 participants

BAUER EVANS, INC. PS

MADRONA CPAS 401(K) PLAN

$3.7M · 31 participants

MENDEN ACCOUNTING & TAX SERVICE

R MENDEN ACCOUNTING & TAX SERVICE 401(K) PLAN