· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HUNT ORTMANN PALFFY NIEVES DARLING & MAH, INC — THE HUNT ORTMANN 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250715193937NAL0002488817001
HUNT ORTMANN PALFFY NIEVES DARLING & MAH, INC
Form 5500-SF
FILING_RECEIVED
THE HUNT ORTMANN 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
39
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HUNT ORTMANN PALFFY NIEVES DARLING & MAH, INC
.
Find decision makers
Plan sponsor
Name
HUNT ORTMANN PALFFY NIEVES DARLING & MAH, INC
EIN
95-4512491
Address
301 N. LAKE AVENUE, 7TH FLOOR · PASADENA, CA · 91101
Phone
(626) 440-5200
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
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
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
Related plans
Similar-size Law Offices plans
WHITE & ALLEN, P.A.
WHITE & ALLEN, P.A. 401(K) PROFIT SHARING PLAN & TRUST
$8.3M · 46 participants
MINOR & BROWN, P.C.
MINOR & BROWN, P.C. EMPLOYEES 401(K) PLAN
$8.3M · 13 participants
MACKIE WOLF ZIENTZ & MANN, P.C.
MACKIE WOLF ZIENTZ & MANN, P.C. 401(K) PLAN
$8.3M · 112 participants
LOTZ LAW FIRM PLLC
LOTZ LAW FIRM PLLC PROFIT SHARING 401(K) PLAN
$8.3M · 3 participants
MOHAN GROBLE SCOLARO, P.C.
MOHAN GROBLE SCOLARO, P.C. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.3M · 19 participants
SUTTER & KENDRICK, P.C.
SUTTER & KENDRICK, P.C. RETIREMENT PLAN
$8.3M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
