Original filing (PDF)20250130111039NAL0000483139001

HARRY S. LODGE & ASSOCIATES, LLC

Name: HARRY S. LODGE & ASSOCIATES, LLC — HARRY S. LODGE & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HARRY S. LODGE & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

HARRY S. LODGE & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$277K

Net assets (EOY)

$277K

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 HARRY S. LODGE & ASSOCIATES, LLC.

Plan sponsor

Name

HARRY S. LODGE & ASSOCIATES, LLC

EIN

20-0998592

Address

190 W. MAGEE RD., STE. 182 · TUCSON, AZ · 85704

Phone

(520) 733-1112

Industry

Finance & Insurancesee 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

2025-01-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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