· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COOMBS & DUNLAP, LLP — COOMBS & DUNLAP, LLP 401 K PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250522093034NAL0002517297001
COOMBS & DUNLAP, LLP
Form 5500-SF
FILING_RECEIVED
COOMBS & DUNLAP, LLP 401 K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
19
Accounts w/ balance
25
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
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
COOMBS & DUNLAP, LLP
.
Find decision makers
Plan sponsor
Name
COOMBS & DUNLAP, LLP
EIN
94-1235097
Address
1211 DIVISION ST · NAPA, CA · 945593372
Phone
(707) 252-9100
Industry
Law Offices
· Professional & Technical Services
see 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
2025-05-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SALVI, SCHOSTOK & PRITCHARD P.C.
SALVI, SCHOSTOK & PRITCHARD P.C. 401(K) PLAN
$7.5M · 59 participants
MCGEADY BECHER CORTESE WILLIAMS P.C.
MCGEADY BECHER CORTESE WILLIAMS P.C. 401(K) PROFIT SHARING PLAN
$7.5M · 26 participants
BALL, SANTIN & MCLERAN, P.L.C.
BALL, SANTIN & MCLERAN PLC 401(K) AND PROFIT SHARING PLAN
$7.5M · 28 participants
CRAWFORD & BAXTER PSC
CRAWFORD BAXTER & JAMES PSC
$7.5M · 6 participants
EKIMOTO & MORRIS, A LLLC
EKIMOTO & MORRIS, A LLLC 401(K) PROFIT SHARING 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.
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.
$7.5M · 19 participants
DECOF, MEGA & QUINN, P.C.
DECOF, MEGA & QUINN, P. C. 401(K) PROFIT SHARING PLAN
$7.5M · 16 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
