Original filing (PDF)20251010145429NAL0004348547001

TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C.

Name: TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C. — TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C. 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C.

Form 5500-SF

FILING_RECEIVED

TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

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 TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C..

Plan sponsor

Name

TABACCO LAVALLEE HEFFELFINGER SEAVER BARENBAUM P.C.

EIN

94-3227819

Address

425 CALIFORNIA STREET, SUITE 2300 · SAN FRANCISCO, CA · 94104

Phone

(415) 433-3200

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MARTENSON HASBROUCK & SIMON, LLP

MARTENSON HASBROUCK SIMON 401(K) PROFIT SHARING PLAN AND TRUST

$14.0M · 84 participants

HICKS THOMAS LLP

HICKS THOMAS LLP 401(K) PROFIT SHARING PLAN

$14.0M · 72 participants

TORRE, LENTZ, GAMELL, GARY & RITTMASTER, LLP

TORRE, LENTZ, GAMELL, GARY & RITTMASTER, LLP 401(K) PROFIT SHARING PLAN

$14.0M · 16 participants

CLEARY, JOSEM & TRIGIANI, LLP

CLEARY, JOSEM & TRIGIANI LLP PROFIT SHARING PLAN

$14.1M · 8 participants

PORTER WRIGHT MORRIS & ARTHUR LLP