· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MARTIN & FERRARO, LLP — MARTIN & FERRARO, LLP PROFIT SHARING PLAN AND RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009165949NAL0006933841001
MARTIN & FERRARO, LLP
Form 5500-SF
FILING_RECEIVED
MARTIN & FERRARO, LLP PROFIT SHARING PLAN AND RETIREMENT TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
MARTIN & FERRARO, LLP
.
Find decision makers
Plan sponsor
Name
MARTIN & FERRARO, LLP
EIN
54-1959256
Address
17383 SUNSET BLVD., SUITE A380 · PACIFIC PALISADES, CA · 90272
Phone
(310) 286-9800
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
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
MARK H. SHAPIRO, P.C.
MARK H. SHAPIRO, P.C. 401(K) PLAN
$2.6M · 6 participants
STANTON LLP
STANTON LLP CASH BALANCE PLAN
$2.6M · 3 participants
BACON, WALLACE & PHILBIN L.L.P.
BACON & WALLACE, L.L.P. 401(K) PLAN
$2.6M · 11 participants
DEKA LAW GROUP, INC.
DEKA LAW GROUP, INC. 401(K) PLAN
$2.6M · 14 participants
PATTON & PITTMAN
PATTON & PITTMAN 401(K) PLAN
$2.6M · 10 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE BURBANK FIRM, L.C.
THE BURBANK FIRM, L.C. 401(K) PROFIT SHARING PLAN
$2.6M · 6 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
