How big is Sweetbaum Miller PC's plan?

Sweetbaum Miller PC's plan reported $5.0M in assets and 10 participants for 2024.

Original filing (PDF)20250923165613NAL0006664449001

Sweetbaum Miller PC

Name: Sweetbaum Miller PC — Sweetbaum Miller PC 401(k), Form 5500 (2024)
Creator: Sweetbaum Miller PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sweetbaum Miller PC 401(k) Profit Sharing Plan

401(k) retirement plan · Sweetbaum Miller PC's Sweetbaum Miller PC 401(k) Profit Sharing Plan held $5.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Sweetbaum Miller PC's EIN is 84-1259936.

EIN 84-1259936

Plan number 001

Plan year 2024

ACK ID 20250923165613NAL0006664449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sweetbaum Miller PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sweetbaum Miller PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

SWEETBAUM MILLER PC

EIN

all filings

Address

1200 17TH STREET, SUITE 1250 · DENVER, CO · 80202

Phone

(303) 296-3377

Industry

Law Offices· Professional & Technical Services

Plan administrator