Original filing (PDF)20260714131032NAL0002182994001

Haskell & Davis

Name: Haskell & Davis — Haskell & Davis 401(k), Form 5500 (2025)
Creator: Haskell & Davis
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haskell & Davis 401(k)

401(k) retirement plan · Haskell & Davis' Haskell & Davis 401(k) held $126K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HASKELL & DAVIS.

Plan sponsor

Name

HASKELL & DAVIS

EIN

95-4009917all filings

Address

21731 VENTURA BLVD # 200 · WOODLAND HILLS, CA · 91364

Phone

(818) 990-2490

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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