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ESTATE PRESERVATION LAW OFFICE — ESTATE PRESERVATION LAW OFFICE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250721090839NAL0000464291003
ESTATE PRESERVATION LAW OFFICE
Form 5500-SF
FILING_RECEIVED
ESTATE PRESERVATION LAW OFFICE 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
10
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ESTATE PRESERVATION LAW OFFICE
.
Find decision makers
Plan sponsor
Name
ESTATE PRESERVATION LAW OFFICE
EIN
26-4151935
Address
71 ELM STREET, SUITE 100 · WORCESTER, MA · 016092353
Phone
(508) 751-5010
Industry
Other Services (ex. Public Admin)
see 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
2025-07-21
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 Other Services (ex. Public Admin) plans
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$1.2M · 3 participants
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TOTAL BUILDING MAINTENANCE, INC. 401(K) PLAN
$1.2M · 17 participants
RISKNOMICS LLC
RISKNOMICS LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 18 participants
WHITE PINE INVESTMENT COMPANY
WHITE PINE INVESTMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 7 participants
KAVYOS CONSULTING, INC.
KAVYOS CONSULTING RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 9 participants
COMMUNITY ACTION PARTNERSHIP
COMMUNITY ACTION PARTNERSHIP OF PROVIDENCE COUNTY 403(B) PLAN
$1.2M · 49 participants
Large plans in Massachusetts
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FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
