· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MEDINA MCKELVEY LLP — MEDINA MCKELVEY LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602123440NAL0009524465001
MEDINA MCKELVEY LLP
Form 5500-SF
FILING_RECEIVED
MEDINA MCKELVEY LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
30
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
MEDINA MCKELVEY LLP
.
Find decision makers
Plan sponsor
Name
MEDINA MCKELVEY LLP
EIN
46-5019525
Address
925 HIGHLAND POINTE DRIVE, STE 300 · ROSEVILLE, CA · 95678
Phone
(916) 960-2211
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
2025-06-02
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
RICHARD D. BURBIDGE, A PROFESSIONAL CORPORATION
BURBIDGE MITCHELL PROFIT-SHARING PLAN
$3.1M · 9 participants
METCALF & SPITLER, LLP
METCALF & SPITLER, LLP 401(K) PLAN
$3.1M · 3 participants
TURNBULL, NICHOLSON & SANDERS, P.A.
TURNBULL, NICHOLSON & SANDERS, P.A. 401(K) PROFIT SHARING PLAN
$3.1M · 9 participants
LAW OFFICE OF FREDERICK J BRYNN P.C.
LAW OFFICE OF FREDERICK J BRYNN 401(K) PLAN
$3.1M · 5 participants
MULLICAN & HART, P.C.
MULLICAN & HART 401(K) RETIREMENT PLAN
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.
$3.1M · 12 participants
KEITH E. ZAID, P.A.
KEITH E. ZAID, P.A. DEFINED CONTRIBUTION PENSION PLAN
$3.1M · 5 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
