Original filing (PDF)20250627121844NAL0009402289002

VAN HOUTEN TAX & BUSINESS SOLUTIONS, INC.

Name: VAN HOUTEN TAX & BUSINESS SOLUTIONS, INC. — VAN HOUTEN TAX & BUSINESS SOLUTIONS, INC. RETIREMENT TRUST, Form 5500 (2024)
Creator: VAN HOUTEN TAX & BUSINESS SOLUTIONS, INC.

Form 5500-SF

FILING_RECEIVED

VAN HOUTEN TAX & BUSINESS SOLUTIONS, INC. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$750K

Net assets (EOY)

$750K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VAN HOUTEN TAX & BUSINESS SOLUTIONS, INC..

Plan sponsor

Name

VAN HOUTEN TAX & BUSINESS SOLUTIONS, INC.

EIN

47-2764482

Address

751 E DAILY DRIVE SUITE 218 · CAMARILLO, CA · 93010

Phone

(818) 473-0313

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator