Original filing (PDF)20250523124548NAL0002738195001

EATON & ASSOCIATES

Name: EATON & ASSOCIATES — EATON & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: EATON & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

EATON & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 EATON & ASSOCIATES.

Plan sponsor

Name

EATON & ASSOCIATES

EIN

94-3230352

Address

20 N. RAILROAD AVE. · SAN MATEO, CA · 94401

Phone

(415) 282-1188

Industry

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

2025-05-23

Pension benefit codes

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)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

MANAGED SOLUTION, LLC

MANAGED SOLUTION, LLC 401(K) PROFIT SHARING PLAN

$4.8M · 97 participants

RANKER, INC.

RANKER 401(K) PLAN

$4.8M · 58 participants

INVERNESS TECHNOLOGIES, INC.

INVERNESS TECHNOLOGIES, INC. 401(K) PLAN

$4.8M · 11 participants

VP IMAGING, INC. DBA DOCUNAV SOLUTIONS

DOCUNAV SOLUTIONS 401(K) PLAN

$4.8M · 27 participants

SSE PRODUCTS, INC. D/B/A SSE TECHNOLOGIES

SSE TECHNOLOGIES INCENTIVE SAVINGS TRUST