· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BELL, MCANDREWS, & HILTACHK, LLP — BELL, MCANDREWS, & HILTACHK, LLP PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250605123500NAL0033242018001
BELL, MCANDREWS, & HILTACHK, LLP
Form 5500-SF
FILING_RECEIVED
BELL, MCANDREWS, & HILTACHK, LLP PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
10
Accounts w/ balance
16
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
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
BELL, MCANDREWS, & HILTACHK, LLP
.
Find decision makers
Plan sponsor
Name
BELL, MCANDREWS, & HILTACHK, LLP
EIN
68-0301106
Address
455 CAPITOL MALL, SUITE 600 · SACRAMENTO, CA · 95814
Phone
(916) 442-7757
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
FARRELL & FARRELL PLLC
FARRELL & FARRELL PLLC 401(K) PROFIT SHARING PLAN
$5.5M · 19 participants
GOETZ, GEDDES & GARDNER, P,C.
GOETZ, GEDDES & GARDNER, P.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN
$5.5M · 13 participants
MAKOWER ABBATE GUERRA WEGNER VOLLMER PLLC
MAKOWER ABBATE GUERRA WEGNER VOLLMER PLLC 401(K) PROFIT SHARING PLAN
$5.5M · 31 participants
KOZEK PLLC
KOZEK PLLC 401(K) PROFIT SHARING PLAN
$5.5M · 6 participants
THOMAS J. BRANDI
THE BRANDI LAW FIRM 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.5M · 11 participants
CROCKETT & CROCKETT, A PROFESSIONAL CORPORATION
CROCKETT & CROCKETT, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
$5.5M · 5 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
