Original filing (PDF)20251014131530NAL0001402483001

Chiorini, Platt & Jacobs, Certified Public Accountants, LLP

Name: Chiorini, Platt & Jacobs, Certified Public Accountants, LLP — Form 5500 Plan 001 (2024)
Creator: Chiorini, Platt & Jacobs, Certified Public Accountants, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C P & J Retirement 401(k) Plan & Trust

401(k) retirement plan · Chiorini, Platt & Jacobs, Certified Public Accountants, LLP's C P & J Retirement 401(k) Plan & Trust held $4.6M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Chiorini, Platt & Jacobs, Certified Public Accountants, LLP's EIN is 85-2838626.

EIN 85-2838626

Plan number 001

Plan year 2024

ACK ID 20251014131530NAL0001402483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chiorini, Platt & Jacobs, Certified Public Accountants, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chiorini, Platt & Jacobs, Certified Public Accountants, LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHIORINI, PLATT & JACOBS, CERTIFIED PUBLIC ACCOUNTANTS, LLP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

CHIORINI, PLATT & JACOBS, CERTIFIED PUBLIC ACCOUNTANTS, LLP

EIN

all filings

Address

901 CENTER STREET · SANTA CRUZ, CA · 95060

Phone

(831) 423-3883

Industry

CPA Offices· Professional & Technical Services

Plan administrator