Original filing (PDF)20250627070043NAL0022142770001

LAURELTON GROUP, INC

Name: LAURELTON GROUP, INC — LAURELTON GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: LAURELTON GROUP, INC

Form 5500-SF

FILING_RECEIVED

LAURELTON GROUP, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

198

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAURELTON GROUP, INC.

Plan sponsor

Name

LAURELTON GROUP, INC

EIN

11-3144186

Address

31 PROSPECT STREET · HUNTINGTON, NY · 11743

Phone

(631) 547-5200

Industry

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

2025-06-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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