Original filing (PDF)20251001114959NAL0014210160001

MILLER STARR REGALIA, A PROFESSIONA

Name: MILLER STARR REGALIA, A PROFESSIONA — MILLER STARR REGALIA RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: MILLER STARR REGALIA, A PROFESSIONA

Form 5500-SF

FILING_RECEIVED

MILLER STARR REGALIA RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$50.4M

Net assets (EOY)

$50.4M

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 MILLER STARR REGALIA, A PROFESSIONA.

Plan sponsor

Name

MILLER STARR REGALIA, A PROFESSIONA

EIN

94-3149244

Address

1331 N. CALIFORNIA BLVD. FIFTH FLOO · WALNUT CREEK, CA · 94596

Phone

(925) 935-9400

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

020

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

STRAUSS TROY CO., LPA

STRAUSS TROY CO., LPA 401(K) PROFIT SHARING PLAN

$50.5M · 78 participants

HINMAN, HOWARD & KATTELL, LLP

HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 1

$50.3M · 143 participants

HINMAN, HOWARD & KATTELL, LLP

HINMAN, HOWARD & KATTELL, LLP PROFIT SHARING PLAN AND TRUST NO. 2

$50.3M · 1 participants

VEDDER PRICE P.C.

VEDDER PRICE P.C. DEFINED BENEFIT PENSION PLAN

$50.6M · 116 participants

MCLANE MIDDLETON PROFESSIONAL ASSOCIATION