Original filing (PDF)20250904152400NAL0034083234001

SPAULDING MCCULLOUGH & TANSIL LLP

Name: SPAULDING MCCULLOUGH & TANSIL LLP — SPAULDING MCCULLOUGH & TANSIL LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SPAULDING MCCULLOUGH & TANSIL LLP

Form 5500-SF

FILING_RECEIVED

SPAULDING MCCULLOUGH & TANSIL LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

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 SPAULDING MCCULLOUGH & TANSIL LLP.

Plan sponsor

Name

SPAULDING MCCULLOUGH & TANSIL LLP

EIN

68-0375420

Address

90 SOUTH E STREET SUITE 200 · SANTA ROSA, CA · 95404

Phone

(707) 524-1900

Industry

Law Offices· Professional & Technical Servicessee 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

2025-09-04

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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