Original filing (PDF)20240918105148NAL0007548912001

SOLDON LAW FIRM, LLC

Name: SOLDON LAW FIRM, LLC — SLF 401(K), Form 5500 (2023)
Creator: SOLDON LAW FIRM, LLC

Form 5500-SF

FILING_RECEIVED

SLF 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 SOLDON LAW FIRM, LLC.

Plan sponsor

Name

SOLDON LAW FIRM, LLC

EIN

27-4757308

Address

3934 N HARCOURT PL · SHOREWOOD, WI · 53211

Phone

(414) 870-1419

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-18

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

LA JOLLA WHOLE HEALTH

LA JOLLA WHOLE HEALTH 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 4 participants

NASER PROPANE COMPANY, INC.

NASER PROPANE COMPANY, INC. 401(K) PLAN

$2.2M · 13 participants

SKILL GRAPHICS CORP.

SKILL GRAPHICS CORP. DEFINED BENEFIT PENSION PLAN

$2.2M · 15 participants

BUSINESS VALUATION INC

BUSINESS VALUATION INC 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 22 participants

CORPORATE PROPERTY SERVICES, INC.

CORPORATE PROPERTY SERVICES, INC. 401(K) PLAN