Original filing (PDF)20250529151045NAL0007454449001

LAMMEY AND GIORGIO, PA

Name: LAMMEY AND GIORGIO, PA — LAMMEY AND GIORGIO 401(K) PLAN, Form 5500 (2024)
Creator: LAMMEY AND GIORGIO, PA

Form 5500-SF

FILING_RECEIVED

LAMMEY AND GIORGIO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 LAMMEY AND GIORGIO, PA.

Plan sponsor

Name

LAMMEY AND GIORGIO, PA

EIN

22-2433653

Address

215 HIGHLAND AVE. · SUITE B · HADDON TOWNSHIP, NJ · 081082634

Phone

(856) 833-0010

Industry

Professional & Technical Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

LIVE DESIGN GROUP INC

LIVE DESIGN GROUP INC 401(K) PROFIT SHARING PLAN

$2.8M · 14 participants

DAVID HEIDE DESIGN, LLC

DAVID HEIDE DESIGN 401(K) PLAN

$2.8M · 10 participants

TODD OCONNELL ARCHITECT PC

TODD O'CONNELL ARCHITECT PC 401K PLAN

$2.8M · 15 participants

MUNOZ & ALBIN ARCHITECTURE & PLANNING, INC.

MUNOZ & ALBIN ARCHITECTS 401(K) PLAN

$2.8M · 10 participants

DAVID JAMESON ARCHITECT, INC.

DAVID JAMESON ARCHITECT, INC. 401(K) PROFIT SHARING PLAN