· 2022–2024 · DOL EFAST2

Lally RIES LLC Two MEN & a Truck — The Lally Group, Form 5500 (2024)

Original filing (PDF)20250911083856NAL0000286929001

Lally RIES LLC Two MEN & a Truck

Form 5500-SF

FILING_RECEIVED

The Lally Group Retirement Plan

401(k) retirement plan · Lally RIES LLC Two MEN & a Truck's The Lally Group Retirement Plan held $691K in plan assets for 94 participants in 2024.

Active participants

94

Accounts w/ balance

46

Plan assets (EOY)

$691K

Net assets (EOY)

$691K

Plan health score

Above-average plan

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

41

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LALLY RIES LLC TWO MEN & A TRUCK.

Plan sponsor

Name

LALLY RIES LLC TWO MEN & A TRUCK

EIN

20-0676798all filings

Address

1091 READING RD. · MASON, OH · 45040

Phone

(513) 459-8080

Industry

Transportation & Warehousing

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

2025-09-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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