Original filing (PDF)20250724154942NAL0002672931001

LAGASSE BRANCH BELL + KINKEAD LLP

Name: LAGASSE BRANCH BELL + KINKEAD LLP — LAGASSE BRANCH BELL + KINKEAD LLP 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LAGASSE BRANCH BELL + KINKEAD LLP

Form 5500-SF

FILING_RECEIVED

LAGASSE BRANCH BELL + KINKEAD LLP 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

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 LAGASSE BRANCH BELL + KINKEAD LLP.

Plan sponsor

Name

LAGASSE BRANCH BELL + KINKEAD LLP

EIN

26-1082128

Address

4365 EXECUTIVE DRIVE, SUITE 950 · SAN DIEGO, CA · 92121

Phone

(858) 345-5080

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

LAGASSE BRANCH BELL + KINKEAD LLP LLPP

EIN

26-1082128

City

SAN DIEGO, CA

Phone

(858) 345-5080

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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