· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DANHUA CAPITAL MANAGEMENT LLC — DANHUA CAPITAL 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250412220250NAL0015572915098
DANHUA CAPITAL MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
DANHUA CAPITAL 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
10
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
DANHUA CAPITAL MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
DANHUA CAPITAL MANAGEMENT LLC
EIN
80-0933796
Address
3000 SAND HILL ROAD · BUILDING 1, SUITE 235 · MENLO PARK, CA · 94025
Phone
(650) 600-8970
Industry
Finance & Insurance
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
JOHN TUTTLE LLC
JOHN TUTTLE LLC 401(K)PLAN
$2.5M · 4 participants
MFC BENEFITS, LLC
MFC BENEFITS, LLC 401(K) PLAN
$2.5M · 9 participants
ASTOR INVESTMENT MANAGEMENT, LLC
ASTOR INVESTMENT MANAGEMENT LLC 401(K) PLAN
$2.5M · 6 participants
ST. CLAIR ADVISORS, LLC
ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN
$2.5M · 12 participants
THOMAS R. BERRY, LLC DBA BERRY WEALTH STRATEGIES
THOMAS R. BERRY, LLC 401(K) EMPLOYEE SAVINGS 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.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.5M · 5 participants
ORIGAMI CAPITAL PARTNERS LLC
ORIGAMI CAPITAL PARTNERS LLC
$2.5M · 17 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