Original filing (PDF)20250626121246NAL0020789970001

KIRKLAND & SOMMERS CO. LPA

Name: KIRKLAND & SOMMERS CO. LPA — KIRKLAND & SOMMERS CO. LPA 401(K) PLAN, Form 5500 (2024)
Creator: KIRKLAND & SOMMERS CO. LPA

Form 5500-SF

FILING_RECEIVED

KIRKLAND & SOMMERS CO. LPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIRKLAND & SOMMERS CO. LPA.

Plan sponsor

Name

KIRKLAND & SOMMERS CO. LPA

EIN

26-3606861

Address

10532 SUCCESS LANE · DAYTON, OH · 45458

Phone

(937) 853-5555

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

2025-06-26

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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