How big is Villarreal Hutner PC's plan?

Villarreal Hutner PC's plan reported $892K in assets and 3 participants for 2023.

Original filing (PDF)20240716153051NAL0004842288001

Villarreal Hutner PC

Name: Villarreal Hutner PC — Villarreal Hutner PC 401(k), Form 5500 (2023)
Creator: Villarreal Hutner PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Villarreal Hutner PC 401(k) P/S Plan

401(k) retirement plan · Villarreal Hutner PC's Villarreal Hutner PC 401(k) P/S Plan held $892K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$892K

Net assets (EOY)

$892K

People on this filing

Rachel Pusey signed Villarreal Hutner PC's 2023 Form 5500 as plan administrator.

Rachel Pusey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Villarreal Hutner PC's EIN is 74-3175743.

EIN 74-3175743

Plan number 001

Plan year 2023

ACK ID 20240716153051NAL0004842288001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Villarreal Hutner PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Villarreal Hutner PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VILLARREAL HUTNER PC.

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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 average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

VILLARREAL HUTNER PC

EIN

all filings

Address

423 WASHINGTON ST STE 300 · SAN FRANCISCO, CA · 94111

Phone

(415) 793-6980

Industry

Law Offices· Professional & Technical Services

Plan administrator