Original filing (PDF)20251007065937NAL0007626576001

KNOX RICKSEN LLP

Name: KNOX RICKSEN LLP — KNOX RICKSEN LLP CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: KNOX RICKSEN LLP

Form 5500-SF

FILING_RECEIVED

KNOX RICKSEN LLP CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 KNOX RICKSEN LLP.

Plan sponsor

Name

KNOX RICKSEN LLP

EIN

94-1545786

Address

3478 BUSKIRK AVENUE, SUITE 1000 · PLEASANT HILL, CA · 94523

Phone

(925) 433-2500

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

SPAIN & SPAIN PC

SPAIN AND SPAIN PC 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 3 participants

MARCUS ATTORNEYS, PLLC

MARCUS ATTORNEYS, PLLC 401(K) PLAN

$1.8M · 8 participants

ROGUT MCCARTHY LLC

ROGUT MCCARTHY 401K TRUST

$1.8M · 5 participants

BANDOSKE & BUTLER, PLLC

BANDOSKE & BUTLER, PLLC 401(K) PLAN

$1.8M · 8 participants

TODD STRATEGY, LLC

TODD STRATEGY 401(K) PLAN

$1.8M · 16 participants