· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
YORK LAW FIRM, PC — AA-YLF CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251016123135NAL0003187171001
YORK LAW FIRM, PC
Form 5500-SF
FILING_RECEIVED
AA-YLF CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
YORK LAW FIRM, PC
.
Find decision makers
Plan sponsor
Name
YORK LAW FIRM, PC
EIN
91-1860149
Address
1111 EXPOSITION BLVD BUILDING 500 · SACRAMENTO, CA · 95815
Phone
(916) 643-2200
Industry
Law 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
2025-10-16
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
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 Law Offices plans
GOLDBERG NOONE ABRAHAM LLC
GOLDBERG NOONE ABRAHAM LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 12 participants
MYRON M. CHERRY & ASSOCIATES, LLC
MYRON M. CHERRY & ASSOCIATES, LLC CASH BALANCE PENSION PLAN
$2.5M · 6 participants
GORDON THOMAS HONEYWELL GOVERNMENTAL AFFAIRS, LLC
GORDON THOMAS HONEYWELL GOVERNMENTAL AFFAIRS CASH BALANCE PLAN
$2.5M · 15 participants
RAINEY & RAINEY LP ATTORNEYS AT LAW
RAINEY & RAINEY LP 401(K) PLAN
$2.5M · 10 participants
HESS AND LLARENA, P.A.
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.
HESS AND LLARENA, P.A. DEFINED BENEFIT PLAN
$2.5M · 7 participants
MADONNA LAW GROUP, P.A.
MADONNA LAW GROUP, P.A. 401(K) PROFIT SHARING PLAN
$2.5M · 10 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