· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SALLMANN, YANG & ALAMEDA — SALLMANN, YANG & ALAMEDA 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250528113432NAL0004373779001
SALLMANN, YANG & ALAMEDA
Form 5500-SF
FILING_RECEIVED
SALLMANN, YANG & ALAMEDA 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
27
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
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
SALLMANN, YANG & ALAMEDA
.
Find decision makers
Plan sponsor
Name
SALLMANN, YANG & ALAMEDA
EIN
94-2484789
Address
7077 KOLL CENTER PKWY, SUITE 183 · PLEASANTON, CA · 94566
Phone
(925) 426-7744
Industry
CPA 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
2025-05-28
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
2U · Association Retirement Plan
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
JOHNSTON, GREMAUX & ROSSI, LLP
JOHNSTON, GREMAUX & ROSSI, LLP SALARY DEFERRAL AND PROFIT SHARING PLAN
$17.1M · 47 participants
ZAUSMER, P.C.
ZAUSMER, P.C. 401(K) SAVINGS PLAN
$17.2M · 166 participants
JLK ROSENBERGER, LLP
JLK ROSENBERGER, LLP PROFIT SHARING 401(K) PLAN
$17.2M · 50 participants
DAVIE KAPLAN, CPA, P.C.
DAVIE KAPLAN 401(K) PLAN
$17.2M · 60 participants
ALDRIDGE, BORDEN & COMPANY, P.C.
ALDRIDGE, BORDEN & COMPANY, P.C. 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.
$17.0M · 51 participants
JAMISONMONEYFARMER PC
JAMISONMONEYFARMER PC 401(K) PROFIT SHARING PLAN
$17.2M · 71 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
