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Sponsor portfolio

CARLSMITH BALL LLP, A LLLP LLP

EIN 99-0035220-law practice-Latest filing 2025
Plans
4
Retirement
4
$59.0M assets
Welfare
0
Participants
186
P.O. BOX 656 - HONOLULU, HI 968090656808-523-2500carlsmith.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#028401k-$39.4M - 39 part#026401k-$8.3M - 45 part#029401k-$7.6M - 54 part#027401k-$3.6M - 48 part

Retirement portfolio analytics

4 plans aggregated / $59.0M assets / 186 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • SHARING PLAN (003) (#028)67%
  • SHARING PLAN (001) (#026)14%
  • SHARING PLAN (004) (#029)13%
  • SHARING PLAN (002) (#027)6%
Total $59.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN (004) (#029)54
  • SHARING PLAN (002) (#027)48
  • SHARING PLAN (001) (#026)45
  • SHARING PLAN (003) (#028)39
Total 186Click 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#028

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

401k

Assets$39.4M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#026

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

401k

Assets$8.3M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#029

CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (004)

401k

Assets$7.6M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#027

CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (002)

401k

Assets$3.6M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
028CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (003)401k$39.4M392025
026CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (001)401k$8.3M452025
029CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (004)401k$7.6M542025
027CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (002)401k$3.6M482025
Retirement plans
Welfare plans
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