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NIGRO, PETTEPIT & LUCAS, LLP — NIGRO, PETTEPIT & LUCAS, LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250331142153NAL0003321475001
NIGRO, PETTEPIT & LUCAS, LLP
Form 5500-SF
FILING_RECEIVED
NIGRO, PETTEPIT & LUCAS, LLP 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
12
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
NIGRO, PETTEPIT & LUCAS, LLP
.
Find decision makers
Plan sponsor
Name
NIGRO, PETTEPIT & LUCAS, LLP
EIN
04-3581080
Address
649 MAIN ST · WAKEFIELD, MA · 01880
Phone
(781) 245-4545
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-31
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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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
—
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