Original filing (PDF)20251005051210NAL0002498993001

RUTAN & TUCKER, LLP

Name: RUTAN & TUCKER, LLP — RUTAN & TUCKER CASH BALANCE PENSION PLAN II, Form 5500 (2024)
Creator: RUTAN & TUCKER, LLP

Form 5500-SF

FILING_RECEIVED

RUTAN & TUCKER CASH BALANCE PENSION PLAN II

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUTAN & TUCKER, LLP.

Plan sponsor

Name

RUTAN & TUCKER, LLP

EIN

95-3519027

Address

18575 JAMBOREE ROAD · 9TH FLOOR · IRVINE, CA · 92612

Phone

(714) 641-5100

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

019

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-05

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FINCH, THORNTON & BAIRD, LLP

FINCH, THORNTON & BAIRD, LLP 401(K) PROFIT SHARING PLAN

$14.4M · 39 participants

MOSELEY PRICHARD PARRISH KNIGHT & JONES, P.A.

MOSELEY PRICHARD PARRISH KNIGHT & JONES, P.A. 401(K) PROFIT SHARING PLAN

$14.4M · 17 participants

GOLAN CHRISTIE TAGLIA LLP

GOLAN CHRISTIE TAGLIA 401(K) PLAN

$14.4M · 50 participants

GTC LAW GROUP PC

GTC LAW GROUP 401(K) PLAN

$14.4M · 38 participants

CALIFORNIA APPELLATE PROJECT

CALIFORNIA APPELLATE PROJECT 403(B) PLAN