· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JEFF A CONFORTI — JEFF A CONFORTI 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250604121145NAL0007818371001
JEFF A CONFORTI
Form 5500-SF
FILING_RECEIVED
JEFF A CONFORTI 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
JEFF A CONFORTI
.
Find decision makers
Plan sponsor
Name
JEFF A CONFORTI
EIN
77-0562833
Address
1475 S BASCOM AVE STE 108 · CAMPBELL, CA · 950080628
Phone
(408) 371-9501
Industry
Finance & Insurance
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
2025-06-04
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
STRAND MANAGEMENT COMPANY
STRAND MANAGEMENT COMPANY 401K PLAN
$1.4M · 5 participants
KOPPENBERG MANAGEMENT LLC
KOPPENBERG MANAGEMENT 401(K) PLAN
$1.4M · 6 participants
COLLINS BAY ISLAND SECURITIES LLC
COLLINS BAY ISLAND SECURITIES LLC 401K PLAN
$1.4M · 2 participants
MIYE WIRE, LLC
MIYE WIRE, LLC 401(K) PROFIT SHARING PLAN
$1.4M · 7 participants
ELIOT FINKEL INVESTMENT COUNSEL, LLC
ELIOT FINKEL INVESTMENT COUNSEL, LLC DEFINED BENEFIT PENSION 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 3 participants
ARC WEALTH MANAGEMENT, LLC
ARC WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$1.4M · 5 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
