How big is Lennon, Camak & Bertics PLLC's plan?

Lennon, Camak & Bertics PLLC's plan reported $3.5M in assets and 8 participants for 2024.

Original filing (PDF)20250903144725NAL0031850114001

Lennon, Camak & Bertics PLLC

Name: Lennon, Camak & Bertics PLLC — Lennon, Camak &, Form 5500 (2024)
Creator: Lennon, Camak & Bertics PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lennon, Camak & Bertics PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Lennon, Camak & Bertics PLLC's Lennon, Camak & Bertics PLLC 401(k) Profit Sharing Plan held $3.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Lennon, Camak & Bertics PLLC's EIN is 20-8030742.

EIN 20-8030742

Plan number 001

Plan year 2024

ACK ID 20250903144725NAL0031850114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lennon, Camak & Bertics PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lennon, Camak & Bertics PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LENNON, CAMAK & BERTICS PLLC.

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LENNON, CAMAK & BERTICS PLLC

EIN

all filings

Address

3622 HAWORTH DR · RALEIGH, NC · 27609

Phone

(919) 856-9000

Industry

Law Offices· Professional & Technical Services

Plan administrator