Original filing (PDF)20251008080454NAL0008983408001

ARNOLD LAROCHELLE MATHEWS VANCONAS & ZIRBEL LLP

Name: ARNOLD LAROCHELLE MATHEWS VANCONAS & ZIRBEL LLP — ARNOLD LAROCHELLE MATHEWS VANCONAS & ZIRBEL LLP 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ARNOLD LAROCHELLE MATHEWS VANCONAS & ZIRBEL LLP

Form 5500-SF

FILING_RECEIVED

ARNOLD LAROCHELLE MATHEWS VANCONAS & ZIRBEL LLP 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARNOLD LAROCHELLE MATHEWS VANCONAS & ZIRBEL LLP.

Plan sponsor

Name

ARNOLD LAROCHELLE MATHEWS VANCONAS & ZIRBEL LLP

EIN

77-0259873

Address

300 ESPLANDE DRIVE · SUITE 2100 · OXNARD, CA · 93036

Phone

(805) 988-9886

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

PENTEGRA SERVICES INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

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

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