Original filing (PDF)20250626162451NAL0012746208001

H.L. ORMOND & COMPANY, LLC

Name: H.L. ORMOND & COMPANY, LLC — H.L. ORMOND & COMPANY, LLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: H.L. ORMOND & COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

H.L. ORMOND & COMPANY, LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 H.L. ORMOND & COMPANY, LLC.

Plan sponsor

Name

H.L. ORMOND & COMPANY, LLC

EIN

27-3038187

Address

1001 CONFERENCE DR STE A · GREENVILLE, NC · 27858

Phone

(252) 756-4010

Industry

Finance & Insurancesee 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

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MM COASTAL WEALTH LLC

MM COASTAL WEALTH 401(K) PLAN

$1.9M · 53 participants

RPI, INC

RPI, INC 401K PLAN

$1.9M · 10 participants

BETTER ODDS, LLC

BETTER ODDS, LLC 401(K) PLAN

$1.9M · 3 participants

SAVANT GROWTH LLC

SAVANT GROWTH LLC CASH BALANCE PENSION PLAN

$1.9M · 2 participants

VALIDUS HOLDINGS, LTD

VALIDUS HOLDINGS, LTD 401(K) PLAN

$1.9M · 9 participants