Original filing (PDF)20250505165749NAL0008096305001

ANGELO KILDAY & KILDUFF LLP

Name: ANGELO KILDAY & KILDUFF LLP — AKK 401K RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: ANGELO KILDAY & KILDUFF LLP

Form 5500-SF

FILING_RECEIVED

AKK 401K RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 ANGELO KILDAY & KILDUFF LLP.

Plan sponsor

Name

ANGELO KILDAY & KILDUFF LLP

EIN

91-1756904

Address

601 UNIVERSITY AVENUE SUITE 150 · SACRAMENTO, CA · 958250000

Phone

(916) 564-6100

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

2025-05-05

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HIGHTOWER & HIGHTOWER, P.A.

HIGHTOWER & HIGHTOWER, P.A. EMPLOYEE 401(K) SAVINGS PLAN

$2.6M · 17 participants

LAW OFFICES OF SAMER HABBAS & ASSOCIATES, INC. P.C.

LAW OFFICES OF SAMER HABBAS & ASSOCIATES, INC. P.C 401K PLAN

$2.6M · 34 participants

PERLMAN & PERLMAN, LLP

PERLMAN & PERLMAN, LLP CASH BALANCE PLAN

$2.6M · 38 participants

JANE EDEN, P.C.

JANE EDEN PROFIT SHARING PLAN

$2.6M · 7 participants

MCHENRY HASZARD LAW

MCHENRY HASZARD LAW SAFE HARBOR 401(K) PLAN