FERNS ADAMS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
Late filing · 45.2 moHigh average account balance
Active participants
5
Accounts w/ balance
3
Plan assets (EOY)
$387K
Net assets (EOY)
$387K
Plan health score
Above-average plan
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
75
Total plan cost
n/a
Plan health
68
Vendor & structure
100
Knocking points off
Filed 45.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FERNS ADAMS & ASSOCIATES.
Plan sponsor
Name
FERNS ADAMS & ASSOCIATES
EIN
91-1833948
Address
2815 MITCHELL DR STE 210 · WALNUT CREEK, CA · 945981626
Phone
(925) 927-3401
Industry
Law Offices· Professional & Technical Servicessee all
