Back to filter
Original filing (PDF)20250708131849NAL0002700723001
MOSS CPA
Form 5500-SF
FILING_RECEIVED
MOSS CPA 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
8
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSS CPA.
Plan sponsor
Name
MOSS CPA
EIN
94-3359608
Address
201 N CIVIC DRIVE · SUITE 210 · WALNUT CREEK, CA · 94596
Phone
(925) 482-2626
Industry
CPA Offices· 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
2025-07-08
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size CPA Offices plans
ROSENE, PICKHINKE, PETERS & CO PC
ROSENE, PICKHINKE, PETERS & CO. EMPLOYEE 401(K) PROFIT SHARING PLAN & TRUST
$3.1M · 16 participants
CALDWELL TAYLOR AND BROWN LTD
CALDWELL TAYLOR AND BROWN LTD 401(K) PROFIT SHARING PLAN & TRUST
$3.1M · 14 participants
RHODES, YOUNG, BLACK & DUNCAN LLC
RHODES, YOUNG, BLACK & DUNCAN 401(K) PLAN
$3.1M · 32 participants
THE K FORD GROUP, PC
THEKFORDGROUP 401(K) PLAN
$3.1M · 18 participants
THOMAS & THOMAS, CPAS, PLLC
THOMAS & THOMAS CPAS, PLLC 401(K) PROFIT SHARING PLAN
$3.1M · 11 participants
NAVOLIO & TALLMAN LLP
NAVOLIO & TALLMAN LLP CASH BALANCE PLAN
$3.1M · 8 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