Retirement plan

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

Name: CARLSMITH BALL LLP, A LLLP LLP - CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (002) (2025) Form 5500
Creator: CARLSMITH BALL LLP, A LLLP LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (002), CARLSMITH BALL LLP, A LLLP LLP

CARLSMITH BALL LLP, A LLLP LLPEIN 99-0035220Plan #027PY 2025

P.O. BOX 656 - HONOLULU, HI 968090656808-523-2500carlsmith.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

3 filings

#028Retirement-$39.4M assets #026Retirement-$8.3M assets #029Retirement-$7.6M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.6M

-11.7% from 2024

Total participants

+4.3% from 2024

Average account balance

$79,088

-11.7% from 2024

Annual return

10.69%

-6.04 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.64M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$79K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

191.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.69%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$23096

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$44267 / participant

Other / not subdivided$1M100.0%

% of EOY assets

29.203%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$79,088

$154,228-48.7%

$145,433-45.6%

$137,256-42.4%

Participation rate

91.7%

83.8%+7.9pp

82.1%+9.5pp

80.0%+11.7pp

Annual return

10.69%

74.59%-63.9pp

66.58%-55.9pp

220.34%-209.6pp

Employer contribution / active EE

$1,292

$4,804-73.1%

$4,554-71.6%

$4,156-68.9%

Participant deferral / active EE

$4,202

$8,216-48.9%

$7,897-46.8%

$6,407-34.4%

Admin fee / account holder

$23,096

$14,344+61.0%

$13,129+75.9%

$12,270+88.2%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion