Original filing (PDF)20250728165706NAL0002378145001

SIMS, LAWRENCE & BROGHAMMER LLP

Name: SIMS, LAWRENCE & BROGHAMMER LLP — SIMS, LAWRENCE & BROGHAMMER LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SIMS, LAWRENCE & BROGHAMMER LLP

Form 5500-SF

FILING_RECEIVED

SIMS, LAWRENCE & BROGHAMMER LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMS, LAWRENCE & BROGHAMMER LLP.

Plan sponsor

Name

SIMS, LAWRENCE & BROGHAMMER LLP

EIN

46-2216961

Address

2261 LAVA RIDGE COURT · ROSEVILLE, CA · 95661

Phone

(916) 797-8881

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Law Offices plans

TIMONEY KNOX, LLP

TIMONEY KNOX, LLP RETIREMENT PLAN

$14.0M · 42 participants

LOUISIANA STATE BAR ASSOCIATION

LOUISIANA STATE BAR ASSOCIATION PROFIT SHARING PLAN

$14.0M · 49 participants

DISERIO MARTIN O'CONNOR & CASTIGLIONI

DISERIO MARTIN O'CONNOR & CASTIGLIONI PROFIT SHARING PLAN

$14.0M · 10 participants

NILES, BARTON & WILMER, LLP

NILES, BARTON & WILMER, LLP SAVINGS AND PROFIT SHARING PLAN

$14.0M · 49 participants

KERLEY, WALSH, MATERA & CINQUEMANI, P.C.