Original filing (PDF)20250829084632NAL0006021731001

THWAITES, LUNDGREN & D'ARCY

Name: THWAITES, LUNDGREN & D'ARCY — THWAITES, LUNDGREN & D'ARCY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THWAITES, LUNDGREN & D'ARCY

Form 5500-SF

FILING_RECEIVED

THWAITES, LUNDGREN & D'ARCY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

/ 100

Grade A

Top-tier plan health

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THWAITES, LUNDGREN & D'ARCY.

Plan sponsor

Name

THWAITES, LUNDGREN & D'ARCY

EIN