· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BALABAN & SPIELBERGER, LLP — BALABAN & SPIELBERGER PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003121506NAL0001364945001
BALABAN & SPIELBERGER, LLP
Form 5500-SF
FILING_RECEIVED
BALABAN & SPIELBERGER PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
BALABAN & SPIELBERGER, LLP
.
Find decision makers
Plan sponsor
Name
BALABAN & SPIELBERGER, LLP
EIN
26-4755683
Address
11999 SAN VICENTE BOULEVARD · SUITE 345 · LOS ANGELES, CA · 90049
Phone
(424) 832-7677
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
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
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
MICHAEL G. LORUSSO, PC
MICHAEL G. LORUSSO, PC PROFIT SHARING PLAN
$2.0M · 7 participants
HIRSCHEN SINGER & EPSTEIN LLP
HIRSCHEN SINGER & EPSTEIN LLP CASH BALANCE PLAN
$2.0M · 10 participants
LOVETT & MURRAY P.C
LOVETT & MURRAY P.C 401(K) PLAN
$2.0M · 21 participants
WILCOX LAW PLLC
WILCOX LAW PLLC 401K PLAN
$2.0M · 3 participants
JAMES S. ROGERS DBA LAW OFFICES OF JAMES S. ROGERS
THE LAW OFFICES OF JAMES S. ROGERS 401(K) PROFIT SHARING 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.
$2.0M · 4 participants
FITCH, KENDALL, CECIL, ROBINSON & BARRY CO., L.P.A.
FITCH, KENDALL, CECIL, ROBINSON & BARRY CO., L.P.A. 401(K) PROFIT SHARING PLAN
$2.0M · 6 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
