· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MARTIN, LORD & OSMAN, P.A. — Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250613125023NAL0017899697001
MARTIN, LORD & OSMAN, P.A.
Form 5500-SF
FILING_RECEIVED
MARTIN, LORD & OSMAN, P.A.
401(k) retirement plan
Active participants
10
Accounts w/ balance
16
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARTIN, LORD & OSMAN, P.A.
.
Find decision makers
Plan sponsor
Name
MARTIN, LORD & OSMAN, P.A.
EIN
02-0361431
Address
THE BUSIEL MILL · ONE MILL PLAZA · LACONIA, NH · 03246
Phone
(603) 524-4121
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
COLGAN & ASSOCIATES, LLC
COLGAN & ASSOCIATES, LLC RETIREMENT PLAN
$2.3M · 8 participants
ENGLER CALLAWAY BAASTEN & SRAGA,
ENGLER CALLAWAY BAASTEN & SRAGA, LLC 401(K)
$2.3M · 13 participants
MCCARTHY LAW PLC
MCCARTHY LAW PLC 401(K) PLAN
$2.3M · 39 participants
BECKLEY & MADDEN, LLC
BECKLEY & MADDEN PROFIT SHARING PLAN
$2.3M · 10 participants
DELANEY DELANEY & VOORN, LTD.
DDV 401(K) PLAN
$2.3M · 22 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LAW OFFICES OF LAWRENCE PERRY BIONDI PC
LAW OFFICES OF LAWRENCE PERRY BIONDI PC RETIREMENT PLAN
$2.3M · 6 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants
