Original filing (PDF)20250821092804NAL0004018833001

LEWIS BLAIN ROBERTS & BOYD, LLC

Name: LEWIS BLAIN ROBERTS & BOYD, LLC — LEWIS BLAIN ROBERTS & BOYD, LLC 401(K) PLAN, Form 5500 (2024)
Creator: LEWIS BLAIN ROBERTS & BOYD, LLC

Form 5500-SF

FILING_RECEIVED

LEWIS BLAIN ROBERTS & BOYD, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 LEWIS BLAIN ROBERTS & BOYD, LLC.

Plan sponsor

Name

LEWIS BLAIN ROBERTS & BOYD, LLC

EIN

30-0471952

Address

P O BOX 6306 · COLUMBIA, SC · 29260

Phone

(803) 790-8838

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

2025-08-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

PURTELL AND PARTNERS, LLC

JAMES J. MCELDREW, III & ASSOCIATES, LLC 401(K) PLAN

$2.1M · 27 participants

CHARBONNET LAW FIRM, L.L.C.

CHARBONNET LAW FIRM CASH BALANCE PLAN

$2.1M · 13 participants

HAWBECKER & GARVER, LLC

HAWBECKER & CARVER, LLC 401(K) PLAN

$2.1M · 13 participants

LAW OFFICES OF JANET L. WRIGHT, APC

LAW OFFICES OF JANET L. WRIGHT, APC 401(K) PLAN

$2.1M · 4 participants

TREPANIER MACGILLIS BATTINA P.A.

TREPANIER MACGILLIS BATTINA P.A. 401(K) PLAN