· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BARULICH, DUGONI, SUTTMANN & CUMMINS LAW GROUP, INC. — BARULICH, DUGONI, SUTTMANN & CUMMINS LAW GROUP, INC. SALARY DEFERRAL PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930065757NAL0018980546001
BARULICH, DUGONI, SUTTMANN & CUMMINS LAW GROUP, INC.
Form 5500-SF
FILING_RECEIVED
BARULICH, DUGONI, SUTTMANN & CUMMINS LAW GROUP, INC. SALARY DEFERRAL PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
46
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
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
BARULICH, DUGONI, SUTTMANN & CUMMINS LAW GROUP, INC.
.
Find decision makers
Plan sponsor
Name
BARULICH, DUGONI, SUTTMANN & CUMMINS LAW GROUP, INC.
EIN
94-3088838
Address
111 ANZA BOULEVARD SUITE 200 · BURLINGAME, CA · 94010
Phone
(650) 292-2900
Industry
Law Offices
· 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
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
CHILTON YAMBERT PORTER LLP
CHILTON YAMBERT PORTER LLP 401(K) PLAN
$7.9M · 30 participants
MOORE BRADLEY MYERS LAW FIRM, PA
MOORE BRADLEY MYERS LAW FIRM, PA 401(K) PLAN
$7.9M · 35 participants
CANTOR STONEBURNER FORD GRANA & BUCKNER, P.C
CANTOR STONEBURNER FORD GRANA & BUCKNER, P.C. RETIREMENT PLAN
$7.9M · 14 participants
THE MISSOURI BAR
THE MISSOURI BAR INTEGRATED STAFF DEFINED CONTRIBUTION 401(K) PLAN
$7.9M · 36 participants
MICHAEL J MACCO, STANDING CHAPTER 13 TRUSTEE
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.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MICHAEL J MACCO, TRUSTEE PROFIT SHARING PLAN
$7.9M · 7 participants
KILO, FLYNN, BILLINGSLEY, TRAME, & BROWN, P.C.
KILO FLYNN, P.C. PROFIT SHARING PLAN
$7.9M · 10 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
