· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
L.M. HENDERSON & COMPANY, LLP — L.M. HENDERSON & CO., LLP RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250501144919NAL0002357203001
L.M. HENDERSON & COMPANY, LLP
Form 5500-SF
FILING_RECEIVED
L.M. HENDERSON & CO., LLP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
64
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
L.M. HENDERSON & COMPANY, LLP
.
Find decision makers
Plan sponsor
Name
L.M. HENDERSON & COMPANY, LLP
EIN
20-5520612
Address
450 E. 96TH ST., STE 200 · INDIANAPOLIS, IN · 46240
Phone
(317) 566-1000
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-05-01
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
CHORTEK LLP
CHORTEK LLP 401(K) PLAN
$10.1M · 59 participants
SMITH, CARNEY & CO., P.C.
SMITH, CARNEY & CO. , P. C. EMPLOYEES' PROFIT SHARING PLAN
$10.2M · 43 participants
BROUSSARD POCHE', LLP
BROUSSARD POCHE', LLP 401(K) PROFIT SHARING PLAN
$10.2M · 47 participants
MH CPA PLLC
MH CPA PLLC SAFE HARBOR 401(K) PLAN
$10.2M · 76 participants
LATTAHARRIS, LLP
LATTAHARRIS, LLP 401(K) PLAN
$10.1M · 84 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ESMOND & ASSOCIATES INC.
ESMOND & ASSOCIATES, INC. 401(K) PLAN
$10.1M · 33 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
