Original filing (PDF)20251015072719NAL0003958817001

A. T. LOCKE, PC

Name: A. T. LOCKE, PC — A. T. LOCKE, PC 401(K) PLAN, Form 5500 (2024)
Creator: A. T. LOCKE, PC

Form 5500-SF

FILING_RECEIVED

A. T. LOCKE, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A. T. LOCKE, PC.

Plan sponsor

Name

A. T. LOCKE, PC

EIN

26-3219614all filings

Address

68 POINTE CIRCLE · SUITE 2202 · GREENVILLE, SC · 29615

Phone

(864) 908-3062

Industry