Original filing (PDF)20250714162247NAL0002999314001

MENARD & ORLACCHIO

Name: MENARD & ORLACCHIO — MENARD & ORLACCHIO PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MENARD & ORLACCHIO

Form 5500-SF

FILING_RECEIVED

MENARD & ORLACCHIO PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MENARD & ORLACCHIO.

Plan sponsor

Name

MENARD & ORLACCHIO

EIN

04-3225661

Address

261 UNION ST STE 216 · NEW BEDFORD, MA · 02740

Phone

(508) 997-1300

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-14

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

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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