· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HODSON AND MULLIN — HODSON AND MULLIN 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230828194528NAL0002451363001
HODSON AND MULLIN
Form 5500-SF
FILING_RECEIVED
HODSON AND MULLIN 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
36
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
HODSON AND MULLIN
.
Find decision makers
Plan sponsor
Name
HODSON AND MULLIN
EIN
68-0262171
Address
601 BUCK AVE · VACAVILLE, CA · 95688
Phone
(707) 452-9606
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-08-28
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
2T · Default investment account (QDIA)
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 Law Offices plans
ROUNTREE LOSEE LLP
ROUNTREE LOSEE, LLP 401(K) PROFIT SHARING PLAN
$2.6M · 8 participants
EDWARD L. WALSH, LLC
EDWARD L. WALSH, LLC PROFIT SHARING PLAN
$2.6M · 4 participants
LAW OFFICES OF DANIEL D. SKURET, P.C.
LAW OFFICES OF DANIEL D. SKURET, P.C. PROFIT SHARING PLAN
$2.6M · 6 participants
MCDOWELL & MORRISSETTE, P.A.
MCDOWELL & MORRISSETTE, P.A. 401(K) PLAN
$2.6M · 13 participants
ROBERTS & REITER, P.A.
ROBERTS & REITER, P.A. PROFIT SHARING 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.
$2.6M · 5 participants
ANNE L STONE
ANNE L STONE 401(K) PROFIT SHARING PLAN & TRUST
$2.6M · 4 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
