· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RICHARD T. DWYER & COMPANY — RICHARD T. DWYER & COMPANY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250420173234NAL0002062449001
RICHARD T. DWYER & COMPANY
Form 5500-SF
FILING_RECEIVED
RICHARD T. DWYER & COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
RICHARD T. DWYER & COMPANY
.
Find decision makers
Plan sponsor
Name
RICHARD T. DWYER & COMPANY
EIN
94-1668489
Address
1350 OLD BAYSHORE HWY, SUITE 510 · BURLINGAME, CA · 940101814
Phone
(650) 342-7163
Industry
CPA 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
2025-04-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
JOSEPH A. ALBANO, CPA, PC
JOSEPH A. ALBANO, CPA, PC DEFINED BENEFIT PLAN
$3.1M · 3 participants
FOSTER, GRIFFITH & ALLEN, INC.
FGA EMPLOYEE RETIREMENT PLAN
$3.1M · 22 participants
DEMONTE & FALGOUST, CPA'S, LLC
DEMONTE & FALGOUST, LLC PROFIT SHARING PLAN
$3.1M · 5 participants
LERRO & CHANDROSS PLLC
LERROSARBEY PLLC 401K
$3.1M · 60 participants
MOORE MESSINA WEBB LLP
MOORE MESSINA WEBB LLP
$3.1M · 12 participants
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.
RIDIHALGH, FUELLING, SNITKER, WEBER CO., PC.
RIDIHALGH, FUELLING, SNITKER, WEBER & CO., PC 401( K) PROFIT SHARING PLAN
$3.1M · 15 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
