Back to filter
Original filing (PDF)20250730124231NAL0004716545001
MANDARICH LAW GROUP LLP
Form 5500-SF
FILING_RECEIVED
MANDARICH LAW GROUP LLP
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
219
Accounts w/ balance
108
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANDARICH LAW GROUP LLP.
Plan sponsor
Name
MANDARICH LAW GROUP LLP
EIN
27-3672910
Address
550 W WASHINGTON BLVD · STE 701 · CHICAGO, IL · 60661
Phone
(818) 428-4001
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
2025-07-30
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Law Offices plans
LACWKRR NY LLC,
LACWKRR NY LLC, 401(K) PLAN
$2.6M · 17 participants
CRIMANDO LAW
CRIMANDO LAW 401(K) PLAN
$2.6M · 3 participants
MATTHIAS & MATTHIAS, PL
MATTHIAS & MATTHIAS PROFIT SHARING PLAN & TRUST
$2.6M · 8 participants
BREIT BINIAZAN, P.C.
BREIT DRESCHER IMPREVENTO, P.C. CASH BALANCE PENSION PLAN
$2.6M · 29 participants
SPRECHMAN & FISHER, P.A. 401(K) PROFIT SHARING PLAN
SPRECHMAN & FISHER, P.A. 401(K) PROFIT SHARING PLAN
$2.6M · 33 participants
GWERTZMAN,LEFKOWITZ,BURMAN,SMITH & MARCUS
GWERTZMAN LEFKOWITZ BURMAN SMITH & MARCUS DISCRETIONARY 401(K) FUND
$2.6M · 10 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B
