Original filing (PDF)20251010050659NAL0017742050001

ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL LAW CORP

Name: ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL LAW CORP — ATKINSON, ANDELSON, LOYA, RUUD & ROMO CASH BALANCE PENSION PLAN II, Form 5500 (2024)
Creator: ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL LAW CORP

Form 5500-SF

FILING_RECEIVED

ATKINSON, ANDELSON, LOYA, RUUD & ROMO CASH BALANCE PENSION PLAN II

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

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 ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL LAW CORP.

Plan sponsor

Name

ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL LAW CORP

EIN

95-3378600

Address

12800 CENTER COURT DRIVE, SUITE 300 · CERRITOS, CA · 907039364

Phone

(562) 653-3200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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