Original filing (PDF)20251015171630NAL0005504433001

DELAGNES, MITCHELL & LINDER, LLP

Name: DELAGNES, MITCHELL & LINDER, LLP — DELAGNES, MITCHELL & LINDER, LLP RETIREMENT PLAN, Form 5500 (2024)
Creator: DELAGNES, MITCHELL & LINDER, LLP

Form 5500-SF

FILING_RECEIVED

DELAGNES, MITCHELL & LINDER, LLP RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

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 DELAGNES, MITCHELL & LINDER, LLP.

Plan sponsor

Name

DELAGNES, MITCHELL & LINDER, LLP

EIN

94-2941784

Address

300 MONTGOMERY STREET, STE 1050 · SAN FRANCISCO, CA · 941041919

Phone

(415) 983-0500

Industry

CPA 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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