Original filing (PDF)20231012122726NAL0020329283001

James E. Vandersloot, Inc. DBA Larson, Vandersloot & Rivers

Name: James E. Vandersloot, Inc. DBA Larson, Vandersloot & Rivers — Form 5500 Plan 003 (2022)
Creator: James E. Vandersloot, Inc. DBA Larson, Vandersloot & Rivers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Larson, Vandersloot & Rivers Retirement Plan

401(k) retirement plan · James E. Vandersloot, Inc. DBA Larson, Vandersloot & Rivers' Larson, Vandersloot & Rivers Retirement Plan held $2.0M in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

James E. Vandersloot, Inc. DBA Larson, Vandersloot & Rivers' EIN is 68-0182931.

EIN 68-0182931

Plan number 003

Plan year 2022

ACK ID 20231012122726NAL0020329283001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for James E. Vandersloot, Inc. DBA Larson, Vandersloot & Rivers from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

James E. Vandersloot, Inc. DBA Larson, Vandersloot & Rivers' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES E. VANDERSLOOT, INC. DBA LARSON, VANDERSLOOT & RIVERS.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

JAMES E. VANDERSLOOT, INC. DBA LARSON, VANDERSLOOT & RIVERS

EIN

all filings

Address

1155-C ARNOLD DRIVE, SUITE 191 · MARTINEZ, CA · 94553

Phone

(510) 223-2200

Industry

Law Offices· Professional & Technical Services

Plan administrator