· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FRIEDLANDER CHERWON CAPPER, LLP — FRIEDLANDER CHERWON CAPPER, LLP PROFIT SHARING - 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008182021NAL0014025874001
FRIEDLANDER CHERWON CAPPER, LLP
Form 5500-SF
FILING_RECEIVED
FRIEDLANDER CHERWON CAPPER, LLP PROFIT SHARING - 401(K) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
32
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
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
FRIEDLANDER CHERWON CAPPER, LLP
.
Find decision makers
Plan sponsor
Name
FRIEDLANDER CHERWON CAPPER, LLP
EIN
94-2625391
Address
7200 REDWOOD BLVD., SUITE 400 · NOVATO, CA · 94945
Phone
(415) 456-5500
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
2025-10-08
Pension benefit codes
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
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
CHARLES T. MITCHELL COMPANY, PLLC
CHARLES T. MITCHELL CO. 401(K) PLAN
$4.2M · 14 participants
NOVINGER, BALL & ZIVI, P.C.
NOVINGER, BALL & ZIVI, PC 401(K) PROFIT SHARING PLAN
$4.2M · 37 participants
WEINTRAUB & SCHANCK, PC
WEINTRAUB & SCHANCK, PC PROFIT SHARING PLAN
$4.2M · 5 participants
TEMPLETON & COMPANY, LLP
TEMPLETON & COMPANY, LLP 401(K) PLAN
$4.2M · 58 participants
KING, SHORES & PRESTON CPAS
KING, SHORES & PRESTON CPAS 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.2M · 14 participants
COSTANZO WOOMER NISTENDIRK, PLLC
COSTANZO WOOMER NISTENDIRK, PLLC, 401(K) PSP
$4.2M · 23 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
