How big is Brothers Smith LLP's plan?

Brothers Smith LLP's plan reported $10.1M in assets and 25 participants for 2024.

Original filing (PDF)20250716120729NAL0002385459001

Brothers Smith LLP

Name: Brothers Smith LLP — Brothers Smith LLP 401(k) Plan, Form 5500 (2024)
Creator: Brothers Smith LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brothers Smith LLP 401(k) Plan

401(k) retirement plan · Brothers Smith LLP's Brothers Smith LLP 401(k) Plan held $10.1M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

Plan identifiers

Brothers Smith LLP's EIN is 27-4347875.

EIN 27-4347875

Plan number 002

Plan year 2024

ACK ID 20250716120729NAL0002385459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brothers Smith LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brothers Smith LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BROTHERS SMITH LLP

EIN

all filings

Address

2033 N. MAIN STREET, SUITE 720 · WALNUT CREEK, CA · 94596

Phone

(925) 944-9700

Industry

Law Offices· Professional & Technical Services

Plan administrator