Original filing (PDF)20250708135203NAL0002725555001

TERRIS BARNES WALTERS BOIGON HEATH LESTER, INC.

Name: TERRIS BARNES WALTERS BOIGON HEATH LESTER, INC. — TERRIS BARNES WALTERS BOIGON HEATH 401(K) PLAN, Form 5500 (2023)
Creator: TERRIS BARNES WALTERS BOIGON HEATH LESTER, INC.

Form 5500-SF

FILING_RECEIVED

TERRIS BARNES WALTERS BOIGON HEATH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

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 TERRIS BARNES WALTERS BOIGON HEATH LESTER, INC..

Plan sponsor

Name

TERRIS BARNES WALTERS BOIGON HEATH LESTER, INC.

EIN

82-1006849

Address

1569 SOLANO AVENUE, #493 · BERKELEY, CA · 94707

Phone

(415) 291-0679

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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