Original filing (PDF)20250401141524NAL0010949056001

LAVERY LAW

Name: LAVERY LAW — LAVERY LAW RETIREMENT PLAN, Form 5500 (2024)
Creator: LAVERY LAW

Form 5500-SF

FILING_RECEIVED

LAVERY LAW RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 LAVERY LAW.

Plan sponsor

Name

LAVERY LAW

EIN

23-2939928

Address

P.O. BOX 1245 · HARRISBURG, PA · 171081245

Phone

(717) 233-6633

Industry

Law Offices· Professional & Technical Servicessee 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

2025-04-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

CORLESS BARFIELD TRIAL GROUP, L.L.C.

CORLESS BARFIELD TRIAL GROUP, L.L.C. PENSION PLAN

$1.9M · 2 participants

IRWIN MYKLEBUST SAVAGE & BROWN P.S.

IRWIN MYKLEBUST SAVAGE & BROWN P.S. 401(K) PROFIT SHARING PLAN AND TRUST

$1.9M · 6 participants

BLOOM LINES LLC

BLOOM LINES LLC RETIREMENT PLAN

$1.9M · 8 participants

NUSINOV SMITH, LLP

NUSINOV SMITH, LLP 401(K) PROFIT SHARING PLAN AND TRUST

$1.9M · 9 participants

EDWARD M. MORIARTY, JR. & ASSOCIATES, P.C.