Original filing (PDF)20250818170917NAL0000764291001

SCOTT A LILJEGREN APC

Name: SCOTT A LILJEGREN APC — SCOTT A LILJEGREN APC 401(K) PLAN, Form 5500 (2024)
Creator: SCOTT A LILJEGREN APC

Form 5500-SF

FILING_RECEIVED

SCOTT A LILJEGREN APC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

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 SCOTT A LILJEGREN APC.

Plan sponsor

Name

SCOTT A LILJEGREN APC

EIN

20-1674376

Address

228 NORTH BROADWAY · ESCONDIDO, CA · 92025

Phone

(760) 613-9906

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

2025-08-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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