Original filing (PDF)20250922162516NAL0012785266001

STEVEN E. THOMAS LLLC

Name: STEVEN E. THOMAS LLLC — STEVEN E. THOMAS LLLC 401(K) PLAN, Form 5500 (2024)
Creator: STEVEN E. THOMAS LLLC

Form 5500-SF

FILING_RECEIVED

STEVEN E. THOMAS LLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 STEVEN E. THOMAS LLLC.

Plan sponsor

Name

STEVEN E. THOMAS LLLC

EIN

20-1550991

Address

201 MERCHANT STREET, SUITE 2230 · HONOLULU, HI · 96813

Phone

(808) 599-5992

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Law Offices plans

L. PATRICK MULLIGAN & ASSOCIATES, LLC

L. PATRICK MULLIGAN & ASSOC. 401(K)/PS PLAN

$1.5M · 8 participants

FOREMAN & BRASSO ATTORNEYS AT LAW

FOREMAN & BRASSO ATTORNEYS AT LAW 401K PROFIT SHARING PLAN

$1.5M · 4 participants

SOUZA, LLC

SOUZA, LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 9 participants

SOTTILE BALTAXE

SOTTILE BALTAXE CASH BALANCE PLAN

$1.5M · 9 participants

THE FRASER LAW FIRM PC

THE FRASER LAW FIRM PC 401K RETIREMENT PLAN