· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
POLLAK & POLLAK WEALTH MANAGEMENT — POLLAK & POLLAK 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250422111209NAL0002258499001
POLLAK & POLLAK WEALTH MANAGEMENT
Form 5500-SF
FILING_RECEIVED
POLLAK & POLLAK 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
POLLAK & POLLAK WEALTH MANAGEMENT
.
Find decision makers
Plan sponsor
Name
POLLAK & POLLAK WEALTH MANAGEMENT
EIN
56-2593733
Address
25 ORINDA WAY · STE 205 · ORINDA, CA · 94563
Phone
(925) 905-9890
Industry
Finance & Insurance
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
2025-04-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
EQUANIMITY MANAGEMENT, INC.
EQUANIMITY MANAGEMENT, INC. 401(K) PLAN
$2.3M · 4 participants
KJ ROSSI GROUP LLC
KJ ROSSI GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 9 participants
PERISCOPE EQUITY, LLC
PERISCOPE EQUITY, LLC 401(K) PLAN
$2.3M · 13 participants
SIGNATURE ADVISORS GROUP, LTD.
SIGNATURE ADVISORS GROUP, LTD. 401K PLAN
$2.3M · 9 participants
BONNER & SMITH, LLC
BONNER & SMITH, LLC CASH BALANCE PENSION PLAN AND TRUST
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.
$2.3M · 4 participants
REWALD, SEBRANEK & FRAWLEY, LLC
REWALD, SEBRANEK & FRAWLEY, LLC 401(K) PLAN
$2.3M · 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
