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BRYAN SCHWARTZ LAW — BRYAN SCHWARTZ LAW 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231215133145NAL0028201329001
BRYAN SCHWARTZ LAW
Form 5500-SF
FILING_RECEIVED
BRYAN SCHWARTZ LAW 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.0 mo
Active participants
5
Accounts w/ balance
13
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
88
/ 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
96
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
BRYAN SCHWARTZ LAW
.
Find decision makers
Plan sponsor
Name
BRYAN SCHWARTZ LAW
EIN
26-2042581
Address
180 GRAND AVENUE · SUITE 1380 · OAKLAND, CA · 94612
Phone
(510) 444-9300
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-12-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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THE SNELL LAW FIRM, PLLC
THE SNELL LAW FIRM, PLLC 401(K) P/S PLAN
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MEREDITH LAW FIRM LLC 401(K) PROFIT SHARING PLAN & TRUST
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SPENCE, CUSTER, SAYLOR, WOLFE AND ROSE LLC
100
Knocking points off
Filed 1.0 months past the 10.5-month grace window.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SPENCE CUSTER SAYLOR WOLFE & ROSE SAFE HARBOR 401(K) PLAN
$1.1M · 8 participants
GERALD M. YAROSLOW
GERALD M. YAROSLOW PROFIT SHARING PLAN
$1.1M · 2 participants
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
