How big is Storek, Carlson & Strutz's plan?

Storek, Carlson & Strutz's plan reported $9.2M in assets and 9 participants for 2024.

Original filing (PDF)20251012184440NAL0000865520001

Storek, Carlson & Strutz

Name: Storek, Carlson & Strutz — SCS Employees PSP, Form 5500 (2024)
Creator: Storek, Carlson & Strutz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SCS Employees PSP

401(k) retirement plan · Storek, Carlson & Strutz's SCS Employees PSP held $9.2M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

People on this filing

Crystal TANG signed Storek, Carlson & Strutz's 2024 Form 5500 as plan administrator.

Crystal TANG — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Storek, Carlson & Strutz's EIN is 94-3040933.

EIN 94-3040933

Plan number 001

Plan year 2024

ACK ID 20251012184440NAL0000865520001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Storek, Carlson & Strutz from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Storek, Carlson & Strutz's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STOREK, CARLSON & STRUTZ.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

STOREK, CARLSON & STRUTZ

EIN

all filings

Address

900 E HAMILTON AVE SUITE 450 · CAMPBELL, CA · 95008

Phone

(650) 961-5520

Industry

CPA Offices· Professional & Technical Services

Plan administrator