Original filing (PDF)20260318125342NAL0004972976001

ALAN D. BILLER & ASSOCIATES, INC.

Name: ALAN D. BILLER & ASSOCIATES, INC. — ALAN D. BILLER & ASSOCIATES, INC PS 401K PLAN, Form 5500 (2024)
Creator: ALAN D. BILLER & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ALAN D. BILLER & ASSOCIATES, INC PS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

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 ALAN D. BILLER & ASSOCIATES, INC..

Plan sponsor

Name

ALAN D. BILLER & ASSOCIATES, INC.

EIN

94-2854958

Address

535 MIDDLEFIELD RD · SUITE 230 · MENLO PARK, CA · 94025

Phone

—

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2026-03-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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