· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MELETIS & MUNSCH, LLP — MELETIS & MUNSCH, LLP 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250912164038NAL0000919939001
MELETIS & MUNSCH, LLP
Form 5500-SF
FILING_RECEIVED
MELETIS & MUNSCH, LLP 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
23
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
MELETIS & MUNSCH, LLP
.
Find decision makers
Plan sponsor
Name
MELETIS & MUNSCH, LLP
EIN
82-3382227
Address
12626 HIGH BLUFF DRIVE, STE 400 · SAN DIEGO, CA · 921302071
Phone
(858) 299-5900
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
2025-09-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
GBB & CO., LLP
GBB & CO., LLP 401(K) PROFIT SHARING PLAN
$1.7M · 9 participants
MUNIR G. DHALLA, CPA, INC.
MUNIR G. DHALLA, CPA, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 10 participants
LORCHGREENE LLP
LORCHGREENE, LLP 401(K) PLAN
$1.7M · 15 participants
JEREMY WHITE, CPA, PLLC
JEREMY WHITE, CPA, PLLC 401(K) PLAN
$1.7M · 8 participants
GINTZ WARNER
GINTZ WARNER 401(K) P/S PLAN
$1.7M · 16 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.
THE MICHAEL L LARSON COMPANY P
THE MICHAEL L LARSON COMPANY P 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 28 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
