Original filing (PDF)20251012165551NAL0000134595001

MICHAEL J. RIORDAN, CPA, INC.

Name: MICHAEL J. RIORDAN, CPA, INC. — MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2024)
Creator: MICHAEL J. RIORDAN, CPA, INC.

Form 5500-SF

FILING_RECEIVED

MICHAEL J. RIORDAN, CPA, INC. DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 MICHAEL J. RIORDAN, CPA, INC..

Plan sponsor

Name

MICHAEL J. RIORDAN, CPA, INC.

EIN

83-0697342

Address

1390 SOUTH WINCHESTER BLVD. SUITE C · SAN JOSE, CA · 95128

Phone

(408) 379-6966

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

1A · Pay-related DB formula

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

BROWN CPA GROUP, LTD

BROWN CPA GROUP LTD. CASH OR DEFERRED PROFIT SHARING PLAN & TRUST

$3.1M · 10 participants

ANFINSON THOMPSON & COMPANY, PA

ANFINSON THOMPSON 401(K) PLAN

$3.1M · 52 participants

RUSSELL D. HAND, CPA

RUSSELL D. HAND, CPA PROFIT SHARING PLAN

$3.1M · 5 participants

THE JACK MOORE GROUP, LLC

THE JACK MOORE GROUP CASH BALANCE PLAN

$3.1M · 10 participants

SULLIVAN & COMPANY, CPAS

SULLIVAN & COMPANY, CPAS 401(K) PLAN