· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JEROME A. BELLOTTI & ASSOCIATES — JEROME A. BELLOTTI & ASSOCIATES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015175935NAL0002839683001
JEROME A. BELLOTTI & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
JEROME A. BELLOTTI & ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
14
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
JEROME A. BELLOTTI & ASSOCIATES
.
Find decision makers
Plan sponsor
Name
JEROME A. BELLOTTI & ASSOCIATES
EIN
77-0496449
Address
985 UNIVERSITY AVENUE, SUITE 8 · LOS GATOS, CA · 95032
Phone
(408) 871-0444
Industry
CPA 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
FICK, EGGEMEYER & WILLIAMSON, CPA'S
FEW 401(K) PLAN
$1.6M · 16 participants
RAM ASSOCIATES
RAM ASSOCIATES 401K PLAN
$1.6M · 11 participants
JOHNSEN & MANZELLA, CPA, LLP
JOHNSEN & MANZELLA PROFIT SHARING PLAN
$1.6M · 6 participants
DARLENE PLUMLY, CPA
DARLENE PLUMLY, CPA 401(K) PLAN
$1.6M · 2 participants
BIRNBREY, MINSK & MINSK LLC
BIRNBREY, MINSK & MINSK LLC 401K & PROFIT SHARING PLAN
$1.6M · 34 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PETER J MESSINA AND ASSOCIATES, LTD
MESSINA AND ASSOCIATES 401(K) SAFE HARBOR PLAN
$1.6M · 6 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
