Original filing (PDF)20250305221631NAL0009336753001

TILLEM, MCNICHOL & BROWN

Name: TILLEM, MCNICHOL & BROWN — TILLEM, MCNICHOL & BROWN 401(K) PLAN, Form 5500 (2024)
Creator: TILLEM, MCNICHOL & BROWN

Form 5500-SF

FILING_RECEIVED

TILLEM, MCNICHOL & BROWN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 TILLEM, MCNICHOL & BROWN.

Plan sponsor

Name

TILLEM, MCNICHOL & BROWN

EIN

47-5623954

Address

846 BROADWAY · SONOMA, CA · 95476

Phone

(707) 996-4505

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

2025-03-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KASTON & ABERLE, LLP

KASTON & ABERLE, LLP RETIREMENT TRUST

$3.0M · 9 participants

GIULIANO, MCDONNELL & PERRONE

GIULIANO MCDONNELL & PERRONE 401K

$3.0M · 9 participants

BLEVANS & BLEVANS, LLP

BLEVANS & BLEVANS 401(K) PLAN

$3.0M · 13 participants

JACKSON LOMAN DOWNEY & STEVENS-BLOC

JACKSON LOMAN STANFORD & ET AL 401(K) PROFIT SHARING PLAN

$3.0M · 10 participants

BUTLER, FITZGERALD & FIVESON, P.C.

BUTLER, FITZGERALD & FIVESON, P.C. 401(K) PLAN