How big is Lanier and Burroughs, LLC's plan?

Lanier and Burroughs, LLC's plan reported $2.7M in assets and 11 participants for 2024.

Original filing (PDF)20250915091119NAL0000946833001

Lanier and Burroughs, LLC

Name: Lanier and Burroughs, LLC — Lanier and Burroughs, Form 5500 (2024)
Creator: Lanier and Burroughs, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lanier and Burroughs, LLC 401(k) Plan

401(k) retirement plan · Lanier and Burroughs, LLC's Lanier and Burroughs, LLC 401(k) Plan held $2.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Kelley Cline signed Lanier and Burroughs, LLC's 2024 Form 5500 as plan administrator.

Kelley Cline — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lanier and Burroughs, LLC's EIN is 03-0475563.

EIN 03-0475563

Plan number 001

Plan year 2024

ACK ID 20250915091119NAL0000946833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lanier and Burroughs, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lanier and Burroughs, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LANIER AND BURROUGHS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

LANIER AND BURROUGHS, LLC

EIN

all filings

Address

P.O. DRAWER 2789, 250 GIBSON STREET · ORANGEBURG, SC · 291155453

Phone

(803) 268-9800

Industry

Law Offices· Professional & Technical Services

Plan administrator