Original filing (PDF)20250902101217NAL0029242882001

WARD, DAMON, P.L.

Name: WARD, DAMON, P.L. — WARD, DAMON, P.L. 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WARD, DAMON, P.L.

Form 5500-SF

FILING_RECEIVED

WARD, DAMON, P.L. 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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 WARD, DAMON, P.L..

Plan sponsor

Name

WARD, DAMON, P.L.

EIN

26-4732741

Address

4420 BEACON CIRCLE · WEST PALM BEACH, FL · 33407

Phone

(561) 843-3000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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