· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TOLLESON DESIGN, INC. — TOLLESON DESIGN, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714140732NAL0000934499007
TOLLESON DESIGN, INC.
Form 5500-SF
FILING_RECEIVED
TOLLESON DESIGN, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
33
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
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
TOLLESON DESIGN, INC.
.
Find decision makers
Plan sponsor
Name
TOLLESON DESIGN, INC.
EIN
94-3012235
Address
101 CALEDONIA STREET, 2ND FLOOR, · SAUSALITO, CA · 94965
Phone
(415) 626-7796
Industry
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
2025-07-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
HUTKER ARCHITECTS, INC.
HUTKER ARCHITECTS, INC. 401(K) PLAN
$8.9M · 68 participants
LANCE MUELLER & ASSOCIATES/ARCHITECTS
LANCE MUELLER & ASSOCIATES/ARCHITECTS 401(K) PROFIT SHARING PLAN
$8.9M · 8 participants
KAAS WILSON ARCHITECTS
KAAS WILSON ARCHITECTS 401(K) PLAN
$8.9M · 89 participants
DLA ARCHITECTS, LTD.
DLA ARCHITECTS, LTD. 401(K) PLAN
$8.9M · 49 participants
DAVIS SQUARE ARCHITECTS, INC.
DAVIS SQUARE ARCHITECTS, INC. 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$9.0M · 21 participants
KPS GROUP, INC.
KPS GROUP, INC. PROFIT SHARING RETIREMENT PLAN
$8.9M · 40 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
