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WILLIAMS, ADLEY & COMPANY - CALIFORNIA, LLP — WILLIAMS, ADLEY & COMPANY - CALIFORNIA, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250821154603NAL0002177907001
WILLIAMS, ADLEY & COMPANY - CALIFORNIA, LLP
Form 5500-SF
FILING_RECEIVED
WILLIAMS, ADLEY & COMPANY - CALIFORNIA, LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
WILLIAMS, ADLEY & COMPANY - CALIFORNIA, LLP
.
Find decision makers
Plan sponsor
Name
WILLIAMS, ADLEY & COMPANY - CALIFORNIA, LLP
EIN
94-3408364
Address
7677 OAKPORT STREET, STE. 1000 · OAKLAND, CA · 94621
Phone
(510) 893-8114
Industry
CPA 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
2025-08-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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YORK, NEEL & ASSOCIATES, LLP
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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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 14 participants
MICHAEL MANSON, AN ACCOUNTANCY CORP
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RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
