Original filing (PDF)20250211122904NAL0018987873001

COSTA & COSTA LLP

Name: COSTA & COSTA LLP — COSTA & COSTA LLP 401(K) PLAN, Form 5500 (2024)
Creator: COSTA & COSTA LLP

Form 5500-SF

FILING_RECEIVED

COSTA & COSTA LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 COSTA & COSTA LLP.

Plan sponsor

Name

COSTA & COSTA LLP

EIN

82-3865755

Address

P.O. BOX 8116 · RANCHO SANTA FE, CA · 92067

Phone

(858) 704-4510

Industry

Law Offices· Professional & Technical Servicessee 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

2025-02-11

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 Law Offices plans

WATKINS, LLC

WATKINS, LLC RETIREMENT PLAN

$1.2M · 7 participants

ENGLANDER & CHICOINE, P.C.

ENGLANDER & CHICOINE, P.C. RETIREMENT PLAN

$1.2M · 4 participants

AVREK LAW FIRM

AVREK LAW FIRM 401(K) PROFIT SHARING PLAN

$1.2M · 67 participants

JOHN MCFARLAND LAWYERS PLLC

JOHN MCFARLAND LAWYERS 401(K) RETIREMENT PLAN

$1.2M · 8 participants

ATTORNEY PETER A. LLOYD, PC

ATTORNEY PETER A. LLOYD 401(K) PLAN

$1.2M · 3 participants