Original filing (PDF)20250731181106NAL0014056018001

MASTAGNI HOLSTEDT APC

Name: MASTAGNI HOLSTEDT APC — MASTAGNI HOLSTEDT APC 401K PLAN, Form 5500 (2024)
Creator: MASTAGNI HOLSTEDT APC

Form 5500-SF

FILING_RECEIVED

MASTAGNI HOLSTEDT APC 401K PLAN

401(k) retirement plan

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASTAGNI HOLSTEDT APC.

Plan sponsor

Name

MASTAGNI HOLSTEDT APC

EIN

94-2678460

Address

6645 SUTTER AVENUE · P.O. BOX 2484 · CARMICHAEL, CA · 95609

Phone

(916) 947-8277

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

GENERAL MOTORS LLC & OTHERS

UAW-FCA-FORD-GENERAL MOTORS LEGAL SERVICES PLAN TRUST

$9.7M · 141,449 participants

GARRISON, YOUNT, FORTE & MULCAHY, L.L.C.

GARRISON YOUNT FORTE & MULCAHY LLC PSP 401K

$9.7M · 33 participants

BROENING OBERG WOODS & WILSON PC

BROENING OBERG WOODS & WILSON PC 401(K) PLAN

$9.7M · 72 participants

KML LAW GROUP, P.C.

KML LAW GROUP, P.C. 401K PROFIT SHARING PLAN

$9.7M · 114 participants

LOUGHREN, LOUGHREN & LOUGHREN, P.C.

LOUGHREN, LOUGHREN & LOUGHREN, P.C. PROFIT SHARING PLAN