· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
POLLARD ACCOUNTANCY CORPORATION — POLLARD ACCOUNTANCY CORPORATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250805100128NAL0005447874001
POLLARD ACCOUNTANCY CORPORATION
Form 5500-SF
FILING_RECEIVED
POLLARD ACCOUNTANCY CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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
POLLARD ACCOUNTANCY CORPORATION
.
Find decision makers
Plan sponsor
Name
POLLARD ACCOUNTANCY CORPORATION
EIN
88-3378283
Address
79 EAST 11TH STREET · TRACY, CA · 95376
Phone
(209) 832-5110
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
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 CPA Offices plans
DILORENZO & COMPANY LLC
DILORENZO & COMPANY LLC 401(K) PLAN
$3.4M · 10 participants
WMS ADVISORS, LLC
WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN
$3.4M · 3 participants
EDMONDSON, BETZLER & DAME, PLLC
EDMONDSON, BETZLER & DAME, PLLC 401(K) PROFIT SHARING PLAN & TRUST
$3.4M · 6 participants
COHEN & ASSOCIATES, LLC
COHEN & ASSOCIATES, LLC SALARY DEFERRAL PLAN
$3.4M · 5 participants
SONNENBERG & COMPANY, CPAS A PROFESSIONAL CORPORATION
SONNENBERG & COMPANY CPA INCENTIVE SAVINGS PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.4M · 9 participants
GLATT, MANEY, KLING & RUFER, CPA'S P.C.
GLATT, MANEY, KLING & RUFER CPA'S P.C. PROFIT SHARING PLAN
$3.4M · 9 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
