· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WALD, RUHNKE & DOST ARCHITECTS, LLP — WALD, RUHNKE & DOST ARCHITECTS RETIREMENT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250715171756NAL0003384912001
WALD, RUHNKE & DOST ARCHITECTS, LLP
Form 5500-SF
FILING_RECEIVED
WALD, RUHNKE & DOST ARCHITECTS RETIREMENT PLAN & TRUST
401(k) retirement plan
Active participants
18
Accounts w/ balance
42
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
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
WALD, RUHNKE & DOST ARCHITECTS, LLP
.
Find decision makers
Plan sponsor
Name
WALD, RUHNKE & DOST ARCHITECTS, LLP
EIN
77-0255586
Address
2340 GARDEN ROAD SUITE 100 · MONTEREY, CA · 93940
Phone
(831) 649-4642
Industry
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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
JOHN A.GRILLO ARCHITECT, P.C.
J.A.G., P.C. PROFIT SHARING PLAN
$4.7M · 10 participants
GRUSKIN ARCHITECTURE & DESIGN, PC
GRUSKIN GROUP 401(K) RETIREMENT PLAN
$4.6M · 27 participants
MICHAEL L. WALPOLE, ARCHITECT, LLC
MICHAEL L. WALPOLE, LLC 401(K) PLAN
$4.6M · 6 participants
DAHLIN GROUP, INC.
DAHLIN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$4.7M · 163 participants
WOMACK HAMPTON ARCHITECTS, LLC
WOMACK HAMPTON ARCHITECTS 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.7M · 13 participants
MOUNT VERNON GROUP, INC. - ARCHITECTS AND PLANNERS
MOUNT VERNON GROUP, INC. - ARCHITECTS AND PLANNERS 401(K) PLAN
$4.6M · 35 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
