· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WISNER BAUM LLP — WISNER BAUM LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250528140514NAL0018859682001
WISNER BAUM LLP
Form 5500-SF
FILING_RECEIVED
WISNER BAUM LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
108
Accounts w/ balance
60
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WISNER BAUM LLP
.
Find decision makers
Plan sponsor
Name
WISNER BAUM LLP
EIN
92-1286662
Address
11111 SANTA MONICA BOULEVARD · SUITE 1750 · LOS ANGELES, CA · 90025
Phone
(310) 207-3233
Industry
Law Offices
· Professional & Technical Services
see 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
2025-05-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
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
O'CONNOR, CARNATHAN AND MACK, LLC
O'CONNOR, CARNATHAN AND MACK, LLC 401(K) PLAN
$4.2M · 9 participants
ALBANESE & ALBANESE LLP
ALBANESE & ALBANESE LLP 401(K) PROFIT SHARING PLAN
$4.2M · 10 participants
FARNSWORTH & VONBERG, L.L.P.
FARNSWORTH & VONBERG, L.L.P. PROFIT SHARING PLAN
$4.2M · 2 participants
BERLIN PATTEN EBLING, PLLC
BERLIN PATTEN EBLING,PLLC 401K PLAN
$4.2M · 85 participants
WATSON & MACHADO, LLP
WATSON & MACHADO, LLP 401(K) PROFIT SHARING PLAN & TRUST
80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.2M · 13 participants
SMITH, SMITH, MONTGOMERY & CHAMBERLAIN, LLC
SMITH, SMITH, MONTGOMERY & CHAMBERLAIN RETIREMENT PLAN
$4.2M · 10 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
