· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEVEN B. PISER, A PROFESSIONAL CORPORATION — STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250908122512NAL0032446240001
STEVEN B. PISER, A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
STEVEN B. PISER, A PROFESSIONAL CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
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
STEVEN B. PISER, A PROFESSIONAL CORPORATION
.
Find decision makers
Plan sponsor
Name
STEVEN B. PISER, A PROFESSIONAL CORPORATION
EIN
94-2822274
Address
1970 BROADWAY, SUITE 600 · OAKLAND, CA · 94612
Phone
(510) 835-5582
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-09-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
ANSELMI & CARVELLI, LLP
ANSELMI & CARVELLI, LLP 401(K) PLAN
$7.2M · 10 participants
RYAN, MASON & LEWIS, LLP
RYAN, MASON & LEWIS, LLP 401(K) PLAN
$7.2M · 20 participants
SCOTT A LILJEGREN APC
SCOTT A LILJEGREN APC 401(K) PLAN
$7.2M · 1 participants
KETCHMARK & MCCREIGHT, P.C.
KETCHMARK & MCCREIGHT, P.C. PROFIT SHARING 401(K) PLAN
$7.2M · 10 participants
LEE SULLIVAN SHEA & SMITH LLP
LEE SULLIVAN SHEA & SMITH LLP 401(K) 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.
$7.2M · 18 participants
GOLDFEIN & JOSEPH, P.C.
GOLDFEIN & JOSEPH, P.C. TAX FAVORED SAVINGS PLAN
$7.2M · 27 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
