Original filing (PDF)20250722171315NAL0003099761001

LAW FIRM OF PETER BUNCH LLC

Name: LAW FIRM OF PETER BUNCH LLC — LAW FIRM OF PETER BUNCH LLC 401(K) PLAN, Form 5500 (2024)
Creator: LAW FIRM OF PETER BUNCH LLC

Form 5500-SF

FILING_RECEIVED

LAW FIRM OF PETER BUNCH LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

/ 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 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 LAW FIRM OF PETER BUNCH LLC.

Plan sponsor

Name

LAW FIRM OF PETER BUNCH LLC

EIN

27-2997146

Address

1200 NW NAITO PKWY STE 450 · PORTLAND, OR · 97209

Phone

(503) 688-5123

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

2025-07-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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