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VALENCIA, WILBERDING & ROMBERO ATTORNEYS AT LAW — VALENCIA & WILBERDING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013191444NAL0000908851001
VALENCIA, WILBERDING & ROMBERO ATTORNEYS AT LAW
Form 5500-SF
FILING_RECEIVED
VALENCIA & WILBERDING 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
11
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
VALENCIA, WILBERDING & ROMBERO ATTORNEYS AT LAW
.
Find decision makers
Plan sponsor
Name
VALENCIA, WILBERDING & ROMBERO ATTORNEYS AT LAW
EIN
94-3269629
Address
7677 OAKPORT STREET, SUITE 520 · OAKLAND, CA · 94621
Phone
(510) 613-8370
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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