Original filing (PDF)20230321143759NAL0036976832001

LAU & ASSOCIATES CO., LPA

Name: LAU & ASSOCIATES CO., LPA — LAU & ASSOCIATES CO., LPA 401(K) PLAN, Form 5500 (2022)
Creator: LAU & ASSOCIATES CO., LPA

Form 5500-SF

FILING_RECEIVED

LAU & ASSOCIATES CO., LPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAU & ASSOCIATES CO., LPA.

Plan sponsor

Name

LAU & ASSOCIATES CO., LPA

EIN

27-1899147

Address

372 E. LINCOLN · COLUMBUS, OH · 43214

Phone

(614) 846-3147

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

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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