PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CARNEY BADLEY SPELLMAN, P.S.
Sponsor portfolio

CARNEY BADLEY SPELLMAN, P.S.

EIN 91-0911710-law practice-Latest filing 2025
Plans
2
Retirement
2
$57.0M assets
Welfare
0
Participants
193
701 5TH AVENUE, SUITE 3600 - SEATTLE, WA 98104206-622-8020carneylaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$56.2M - 115 part#002CashBalance-$723K - 78 part

Retirement portfolio analytics

2 plans aggregated / $57.0M assets / 193 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PROFIT SHARING PLAN (#001)99%
  • CASH BALANCE PLAN (#002)1%
Total $57.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)115
  • CASH BALANCE PLAN (#002)78
Total 193Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARNEY BADLEY SPELLMAN, P.S. PROFIT SHARING PLAN

401k

Assets$56.2M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARNEY BADLEY SPELLMAN, PS CASH BALANCE PLAN

CashBalance

Assets$723K
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARNEY BADLEY SPELLMAN, P.S. PROFIT SHARING PLAN401k$56.2M1152025
002CARNEY BADLEY SPELLMAN, PS CASH BALANCE PLANCashBalance$723K782024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica