Original filing (PDF)20250717112030NAL0000272642001

SHEPPARD-UZIEL LAW FIRM

Name: SHEPPARD-UZIEL LAW FIRM — SHEPPARD-UZIEL LAW FIRM PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHEPPARD-UZIEL LAW FIRM

Form 5500-SF

FILING_RECEIVED

SHEPPARD-UZIEL LAW FIRM PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEPPARD-UZIEL LAW FIRM.

Plan sponsor

Name

SHEPPARD-UZIEL LAW FIRM

EIN

94-2866379

Address

100 KITE HILL LANE · MILL VALLEY, CA · 94941

Phone

(415) 296-0900

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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

2R · Participant-directed brokerage (SDBA)

2A · Age/service weighted or new comparability

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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