Original filing (PDF)20250630123440NAL0027535410001

BROWN, LIPPERT & LAITE

Name: BROWN, LIPPERT & LAITE — BROWN, LIPPERT & LAITE 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BROWN, LIPPERT & LAITE

Form 5500-SF

FILING_RECEIVED

BROWN, LIPPERT & LAITE 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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 BROWN, LIPPERT & LAITE.

Plan sponsor

Name

BROWN, LIPPERT & LAITE

EIN

31-0795457

Address

700 WALNUT BUILDING · 700 WALNUT STREET, SUITE 500 · CINCINNATI, OH · 45202

Phone

(513) 241-1950

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

2025-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

3B · Covers self-employed individuals

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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