Back to filter
Original filing (PDF)20251013150315NAL0000749347001
BEST BEST & KRIEGER LLP
Form 5500
FILING_RECEIVED
BEST BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
393
Accounts w/ balance
617
Plan assets (EOY)
$79.7M
Net assets (EOY)
$79.7M
How this plan invests
This plan
9 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEST BEST & KRIEGER LLP.
Plan sponsor
Name
BEST BEST & KRIEGER LLP
EIN
95-2157337
Address
3390 UNIVERSITY AVE 5TH FL · RIVERSIDE, CA · 925013314
Phone
(951) 686-1450
Industry
Law Offices· Professional & Technical Servicessee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HALLIDAY & COMPANY, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | — | ST GEORGE, UT | INVESTMENT ADVISOR | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP. | 20-1054428 | TORRANCE, CA | CONTRACT ADMIN | $45K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HALLIDAY & COMPANY CPA'S | — | REDLANDS, CA | AUDITOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEST BEST & KRIEGER, LLP | — | RIVERSIDE, CA | OTHER | $8K | — |
Investments
20 direct securities · 9 pooled funds· $76.7M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$53.6M
9 holdings
Uncategorized
$23.1M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SIA TARGET DATE 2020 ALTA TRUST COMPANY · EIN 83-1273151 / PN 001 | Common Collective Trust | — | — | $11.2M | 14.1% | |
| SIA TARGET DATE 2035 ALTA TRUST COMPANY · EIN 83-1318731 / PN 001 | Common Collective Trust | — | — | $9.6M | 12.1% | |
| SIA TARGET DATE 2030 ALTA TRUST COMPANY · EIN 83-1300171 / PN 001 | Common Collective Trust | — | — | $8.7M | 10.9% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $7.1M | 8.9% | |
| SIA TARGET DATE 2045 ALTA TRUST COMPANY · EIN 73-1358106 / PN 001 | Common Collective Trust | — | — | $6.2M | 7.8% | |
| SIA TARGET DATE 2040 ALTA TRUST COMPANY · EIN 83-1335569 / PN 001 | Common Collective Trust | — | — | $6.1M | 7.7% | |
| SIA TARGET DATE 2025 ALTA TRUST COMPANY · EIN 83-1286100 / PN 001 | Common Collective Trust | — | — | $4.7M | 5.9% | |
| SIA TARGET DATE 2050 ALTA TRUST COMPANY · EIN 83-1373905 / PN 001 | Common Collective Trust | — | — | $3.6M | 4.5% | |
| SIA TARGET DATE 2055 ALTA TRUST COMPANY · EIN 83-1392402 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.0% | |
| Self Directed Brokerage Accts Schwab SDB | — | — | — | $2.3M | 2.9% | |
| GWL & Annuity Ins Co. Key Guaranteed Fund | — | — | — | $2.1M | 2.6% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth | — | — | — | $1.9M | 2.4% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $1.2M | 1.5% | |
| Fidelity Investments Fidelity International Index | — | — | — | $1.2M | 1.5% | |
| Dodge & Cox Dodge & Cox Income Fund Class I | — | — | — | $1.0M | 1.3% | |
| Participant Loans Int range 4.25%-9.5% | — | — | — | $983K | 1.2% | |
| MFS Mid Cap Value R4 | — | — | — | $953K | 1.2% | |
| SIA TARGET DATE 2060 ALTA TRUST COMPANY · EIN 83-1401342 / PN 001 | Common Collective Trust | — | — | $917K | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $823K | 1.0% | |
| Janus Investment Fund Janus Henderson Triton N | — | — | — | $654K | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $649K | 0.8% | |
| Oakmark I | — | — | — | $537K | 0.7% | |
| Cohen & Steers Cohen & Steers Realty Shares | — | — | — | $471K | 0.6% | |
| Artisan Partners Artisan Mid Cap Inv | — | — | — | $391K | 0.5% | |
| Fidelity Investments Fidelity Emerging Markets | — | — | — | $287K | 0.4% | |
| Fidelity Investments Fidelity Emerging Markets Index | — | — | — | $280K | 0.4% | |
| Wasatch Small Cap Value Institutional | — | — | — | $111K | 0.1% | |
| Grandeur Peak Fund Grandeur Peak International Opps Inv | — | — | — | $69K | <0.1% | |
| Self Directed Brokerage Accts Schwab SDB Roth | — | — | — | $33K | <0.1% |