Back to filter
Original filing (PDF)20240613174821NAL0049763376001
CERTIFIED PLANNERS INC
Form 5500-SF
FILING_RECEIVED
CERTIFIED PLANNERS, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
2
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERTIFIED PLANNERS INC.
Plan sponsor
Name
CERTIFIED PLANNERS INC
DBA
CERTIFIED PLANNERS INC
EIN
68-0295452
Address
2333 SAN RAMON VALLEY BLVD STE 185 · SAN RAMON, CA · 945831613
Phone
(925) 553-7200
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-13
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
AXIUM INFRASTRUCTURE US INC.
AXIUM INFRASTRUCTURE US INC.
$2.4M · 15 participants
R.T. JONES F.S. LADNER AND ASSOCIATES INC.
R.T. JONES SAVINGS PLAN
$2.4M · 7 participants
MOUNTAIN CAPITAL INVESTMENT ADVISORS, INC
MOUNTAIN CAPITAL INVESTMENT ADVISORS 401(K) PLAN
$2.4M · 12 participants
FLAT ROCK GLOBAL, LLC
FLAT ROCK GLOBAL, LLC DEFINED BENEFIT PLAN
$2.4M · 4 participants
TRINITY FINANCIAL ADVISORS, LLC
TRINITY FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN
$2.4M · 7 participants
VALLEY WEST MEDICAL CENTER, S.C.
VALLEY WEST MEDICAL CENTER, S.C. PROFIT SHARING PLAN
$2.4M · 7 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