· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SMITH STEINER VANDERPOOL, APC — SMITH STEINER VANDERPOOL, APC RETIREMENT SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240212185021NAL0012218544001
SMITH STEINER VANDERPOOL, APC
Form 5500-SF
FILING_RECEIVED
SMITH STEINER VANDERPOOL, APC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SMITH STEINER VANDERPOOL, APC
.
Find decision makers
Plan sponsor
Name
SMITH STEINER VANDERPOOL, APC
EIN
95-3786508
Address
1455 FRAZEE ROAD, SUITE 500 · SAN DIEGO, CA · 92108
Phone
(619) 756-7007
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-02-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
BERK, MERCHANT & SIMS, PLC
BERK, MERCHANT & SIMS, PLC CASH BALANCE PLAN
$3.3M · 32 participants
BROPHY SCHMOR LLP
BROPHY SCHMOR LLP 401(K) PLAN
$3.3M · 13 participants
EDCOUNSEL, LLC
EDCOUNSEL, LLC 401(K) PLAN
$3.3M · 13 participants
CANNON & NELMS, P.C
CANNON & NELMS, P.C. 401(K) PLAN
$3.3M · 7 participants
ELKINS, P.L.C.
ELKINS, PLC 401(K) PROFIT SHARING PLAN
$3.3M · 9 participants
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KEITH & ASSOCIATES, INC.
KEITH & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
$3.3M · 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
