Original filing (PDF)20260316205149NAL0002048896001

CARLSMITH BALL LLP, A LLLP LLP

Name: CARLSMITH BALL LLP, A LLLP LLP — CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (001), Form 5500 (2024)
Creator: CARLSMITH BALL LLP, A LLLP LLP

Form 5500-SF

FILING_RECEIVED

CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (001)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

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 CARLSMITH BALL LLP, A LLLP LLP.

Plan sponsor

Name

CARLSMITH BALL LLP, A LLLP LLP

EIN

99-0035220

Address

P.O. BOX 656 · HONOLULU, HI · 968090656

Phone

(808) 523-2500

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

026

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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