Original filing (PDF)20250828083108NAL0005399091001

THWAITES, LUNDGREN & D'ARCY

Name: THWAITES, LUNDGREN & D'ARCY — THWAITES, LUNDGREN & D'ARCY DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: THWAITES, LUNDGREN & D'ARCY

Form 5500-SF

FILING_RECEIVED

THWAITES, LUNDGREN & D'ARCY DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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

20-3546432

Address

173 HALSTEAD AVENUE · HARRISON, NY · 10528

Phone

(914) 789-5020

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

2025-08-28

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

3B · Covers self-employed individuals

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

KOSZDIN FIELDS & SHERRY

KOSZDIN FIELDS & SHERRY 401(K) PROFIT SHARING PLAN & TRUST

$3.3M · 10 participants

ABBEY ADAMS BYELICK & MUELLER LLP

ABBEY ADAMS BYELICK & MUELLER LLP EMPLOYEE SAVINGS PLAN

$3.3M · 12 participants

SANDMAN, LEVY AND PETRICH

SANDMAN, LEVY AND PETRICH 401(K) PROFIT SHARING PLAN & TRUST

$3.3M · 9 participants

ROME SMITH LUTZ & KOWALSKI INC.

ROME SMITH LUTZ & KOWALSKI INC. 401(K) PLAN

$3.3M · 9 participants

MCFADDEN, ROUSE & BENDER, LLC