Original filing (PDF)20250721170200NAL0000805315004

E.O.C. ORD, A PROFESSIONAL CORPORATION

Name: E.O.C. ORD, A PROFESSIONAL CORPORATION — E.O.C. ORD, A PROFESSIONAL CORPORATION, PROFIT SHARING PLAN, Form 5500 (2024)
Creator: E.O.C. ORD, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

E.O.C. ORD, A PROFESSIONAL CORPORATION, PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

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 E.O.C. ORD, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

E.O.C. ORD, A PROFESSIONAL CORPORATION

EIN

94-2544222

Address

3336 LAS HUERTAS RD · LAFAYETTE, CA · 94549

Phone

(415) 274-3800

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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