· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALIQUOT ASSOCIATES, INC. — ALIQUOT ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250915135230NAL0001173409001
ALIQUOT ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
ALIQUOT ASSOCIATES, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
13
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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
ALIQUOT ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
ALIQUOT ASSOCIATES, INC.
EIN
94-2694483
Address
1390 SOUTH MAIN STREET, SUITE 310 · WALNUT CREEK, CA · 945965141
Phone
(925) 476-2312
Industry
Engineering Services
· 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
2025-09-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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 Engineering Services plans
CFS ENGINEERING, DPC
CFS ENGINEERING, DPC 401(K) RETIREMENT PLAN
$3.4M · 16 participants
DOONWOOD ENGINEERING, INC.
DOONWOOD ENGINEERING, INC. 401(K) PROFIT SHARING PLAN
$3.4M · 17 participants
SURVIVABILITY AND VULNERABILITY ENGINEERING, INC
S & V ENGINEERING, INC BASIC PLAN
$3.4M · 7 participants
SILVER ENGINEERING, INC.
SILVER ENGINEERING, INC. RETIREMENT PLAN
$3.4M · 16 participants
ENGINEERING GROUP OF THE SOUTHEAST, LLC
ENGINEERING GROUP OF THE SOUTHEAST, LLC 401K 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.
$3.4M · 46 participants
UTILITY MAPPING SERVICES, P.C.
UTILITY MAPPING SERVICES, INC. 401(K) SAVINGS PLAN
$3.4M · 43 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
