Original filing (PDF)20250701105237NAL0012065233001

DON ALDRICH & ASSOCIATES, INC.

Name: DON ALDRICH & ASSOCIATES, INC. — ALDRICH/TAYLOR PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DON ALDRICH & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ALDRICH/TAYLOR PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 DON ALDRICH & ASSOCIATES, INC..

Plan sponsor

Name

DON ALDRICH & ASSOCIATES, INC.

EIN

95-3073942

Address

912 NORTH HOLLYWOOD WAY, SUITE D · BURBANK, CA · 91505

Phone

(818) 841-2940

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

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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