· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILSON IVANOVA CERTIFIED PUBLIC — WILSON IVANOVA CERTIFIED PUBLIC 401 (K) PROFIT, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250829194000NAL0022790658001
WILSON IVANOVA CERTIFIED PUBLIC
Form 5500-SF
FILING_RECEIVED
WILSON IVANOVA CERTIFIED PUBLIC 401 (K) PROFIT
401(k) retirement plan
Active participants
23
Accounts w/ balance
33
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
WILSON IVANOVA CERTIFIED PUBLIC
.
Find decision makers
Plan sponsor
Name
WILSON IVANOVA CERTIFIED PUBLIC
EIN
47-1948460
Address
550 E. HOSPITALITY LANE · SAN BERNARDINO, CA · 92408
Phone
(909) 379-0296
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
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
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 CPA Offices plans
MIERENDORF AND CO., P.C.
MIERENDORF AND CO., P.C. 401(K) PLAN
$1.8M · 5 participants
WALLACE & COMPANY
WALLACE & COMPANY 401(K) PROFIT SHARING PLAN
$1.8M · 2 participants
CUEVAS AND VILLA, INC.
CUEVAS AND VILLA, INC. 401(K) PLAN AND TRUST
$1.8M · 17 participants
GREG KNOPP, P.C.
GREG KNOPP, P.C. 401K RETIREMENT PLAN
$1.8M · 6 participants
BACALLCONNIFF INC.
BACALLCONNIFF, INC. PROFIT SHARING PLAN AND TRUST
$1.8M · 15 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.
FINEMAN WEST & CO. LLP
FINEMAN WEST & CO. LLP RETIREMENT SAVINGS PLAN
$1.8M · 44 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
