· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CANNATA, O'TOOLE & OLSON, LLP — CANNATA, O'TOOLE & OLSON LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003153711NAL0001577649001
CANNATA, O'TOOLE & OLSON, LLP
Form 5500-SF
FILING_RECEIVED
CANNATA, O'TOOLE & OLSON LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
15
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
CANNATA, O'TOOLE & OLSON, LLP
.
Find decision makers
Plan sponsor
Name
CANNATA, O'TOOLE & OLSON, LLP
EIN
72-1550944
Address
100 PINE STREET, #350 · SAN FRANCISCO, CA · 94111
Phone
(415) 409-8900
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
PLEBAN & ASSOCIATES LAW, LLC
PLEBAN & ASSOCIATES LAW, LLC 401(K) PLAN
$2.7M · 5 participants
RAMSTAD, SKOYLES & WINTERS, P.A.
RAMSTAD, SKOYLES & WINTERS, P.A. SAFE HARBOR PROFIT SHARING PLAN
$2.7M · 6 participants
SHOWERS & ASSOCIATES, PC
SHOWERS & ASSOCIATES, PC CASH BALANCE PLAN
$2.7M · 14 participants
RYAN CARVALHO & RETZ LLP
RYAN CARVALHO & RETZ LLP 401(K) PROFIT SHARING PLAN
$2.7M · 20 participants
SCHUETZE, MCGAHA, TURNER & FERRIS, PLLC
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.
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SCHUETZE, MCGAHA, TURNER & FERRIS, PLLC 401(K) PROFIT SHARING PLAN
$2.7M · 12 participants
DAVID E. CHRISTENSEN, PLLC
DAVID CHRISTENSEN, PLLC 401(K) PLAN AND TRUST
$2.7M · 34 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
