Assets by plan
Share of aggregate retirement assets
Filings through .
Carlsmith Ball LLP, a LLLP LLP
EIN 99-0035220law practiceLatest filing 2025
Plans
4
Retirement
4
$59.0M assets
Health & Benefits
0
Participants
186
Retirement portfolio analytics
4 plans aggregated / $59.0M assets / 186 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#028
CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (003)
401(k)
Assets$39.4M
Participants39
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#026
CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (001)
401(k)
Assets$8.3M
Participants45
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#029
CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (004)
401(k)
Assets$7.6M
Participants54
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#027
CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (002)
401(k)
Assets$3.6M
Participants48
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #028 | CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (003) | 401(k) | $39.4M | 39 | 2025 |
| #026 | CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (001) | 401(k) | $8.3M | 45 | 2025 |
| #029 | CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (004) | 401(k) | $7.6M | 54 | 2025 |
| #027 | CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (002) | 401(k) | $3.6M | 48 | 2025 |
- #028 · 401(k) · 202539
- #026 · 401(k) · 202545
- #029 · 401(k) · 202554
- #027 · 401(k) · 202548
Retirement plans
Health & Benefits plans