How big is Fallon, Bixby, Cheng & Lee, Inc.'s plan?

Fallon, Bixby, Cheng & Lee, Inc.'s plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20251010182350NAL0008088385001

Fallon, Bixby, Cheng & Lee, Inc.

Name: Fallon, Bixby, Cheng & Lee, Inc. — Fallon, Bixby, Form 5500 (2024)
Creator: Fallon, Bixby, Cheng & Lee, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fallon, Bixby, Cheng & Lee, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Fallon, Bixby, Cheng & Lee, Inc.'s Fallon, Bixby, Cheng & Lee, Inc. 401(k) Profit Sharing Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Fallon, Bixby, Cheng & Lee, Inc.'s EIN is 71-1045106.

EIN 71-1045106

Plan number 001

Plan year 2024

ACK ID 20251010182350NAL0008088385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fallon, Bixby, Cheng & Lee, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fallon, Bixby, Cheng & Lee, Inc.'s 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 FALLON, BIXBY, CHENG & LEE, INC..

Finding similar companies…

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 (89th percentile).

Plan sponsor

Name

FALLON, BIXBY, CHENG & LEE, INC.

EIN

all filings

Address

130 BATTERY STREET, SUITE 550 · SAN FRANCISCO, CA · 941112299

Phone

(415) 781-2338

Industry

Law Offices· Professional & Technical Services

Plan administrator