Original filing (PDF)20250709064610NAL0002673459001

DANIEL M. HODES, APC DBA HODES MILMAN

Name: DANIEL M. HODES, APC DBA HODES MILMAN — DANIEL M. HODES, APC 401(K) PLAN, Form 5500 (2024)
Creator: DANIEL M. HODES, APC DBA HODES MILMAN

Form 5500-SF

FILING_RECEIVED

DANIEL M. HODES, APC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 DANIEL M. HODES, APC DBA HODES MILMAN.

Plan sponsor

Name

DANIEL M. HODES, APC DBA HODES MILMAN

EIN

99-1367358

Address

9210 IRVINE CENTER DRIVE · IRVINE, CA · 92618

Phone

(949) 640-8222

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-09

Pension benefit codes

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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