· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JORSTAD, INC. CERTIFIED PUBLIC ACCOUNTANTS — JORSTAD, INC. CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250820114718NAL0001588179001
JORSTAD, INC. CERTIFIED PUBLIC ACCOUNTANTS
Form 5500-SF
FILING_RECEIVED
JORSTAD, INC. CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
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
JORSTAD, INC. CERTIFIED PUBLIC ACCOUNTANTS
.
Find decision makers
Plan sponsor
Name
JORSTAD, INC. CERTIFIED PUBLIC ACCOUNTANTS
EIN
68-0104659
Address
1000 FOURTH STREET, SUITE 375 · SAN RAFAEL, CA · 94901
Phone
(415) 459-6622
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
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
GOLDSHOT, LAMB & HOBBS, INC.
GOLDSHOT, LAMB & HOBBS, INC. PROFIT SHARING PLAN
$9.0M · 13 participants
WIDMER ROEL PC
WIDMER ROEL PC 401(K) PROFIT SHARING PLAN
$9.0M · 48 participants
WILLIAMS, WILLIAMS & LENTZ, LLP
WILLIAMS, WILLIAMS & LENTZ, LLP 401(K) PROFIT SHARING PLAN
$9.0M · 30 participants
MARTINET RECCHIA, INC.
MARTINET RECCHIA, INC. 401K PLAN
$9.1M · 41 participants
GARDINER + COMPANY, P.C.
GARDINER + COMPANY, P.C. 401(K) 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.
$9.1M · 35 participants
PROPP CHRISTENSEN CANIGLIA LLP
PROPP CHRISTENSEN CANIGLIA LLP 401(K) PROFIT SHARING PLAN
$9.1M · 33 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
