Original filing (PDF)20260316205449NAL0002505344001

CARLSMITH BALL LLP, A LLLP LLP

Name: CARLSMITH BALL LLP, A LLLP LLP — CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (003), Form 5500 (2024)
Creator: CARLSMITH BALL LLP, A LLLP LLP

Form 5500-SF

FILING_RECEIVED

CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (003)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$39.4M

Net assets (EOY)

$39.4M

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

028

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MEHAFFY & WEBER, P.C.

MEHAFFY & WEBER, P.C. 401(K) PLAN

$39.4M · 113 participants

MOUNCE, GREEN, MYERS, SAFI, & PAXSON & GALATZAN, P.C

MOUNCE, GREEN, MYERS, 401(K) PLAN

$39.4M · 31 participants

BRUNINI, GRANTHAM, GROWER & HEWES,

BRUNINI, GRANTHAM, GROWER & HEWES, PLLC RETIREMENT PLAN

$39.5M · 69 participants

CHRISTENSEN OCONNOR JOHNSON KINDNESS PLLC

THE 401(K) PROFIT SHARING PLAN AND TRUST OF CHRISTENSEN OCONNOR JOHNSON KINDNESS PLLC

$39.5M · 93 participants

ONEIL, CANNON, HOLLMAN, DEJONG & LAING S.C.