Original filing (PDF)20240430150200NAL0024513937001

SANDLER, LASRY, LAUBE, BYER & VALDEZ, LLP

Name: SANDLER, LASRY, LAUBE, BYER & VALDEZ, LLP — SANDLER, LASRY, LAUBE, BYER & VALDEZ, LLP 401K PLAN, Form 5500 (2023)
Creator: SANDLER, LASRY, LAUBE, BYER & VALDEZ, LLP

Form 5500-SF

FILING_RECEIVED

SANDLER, LASRY, LAUBE, BYER & VALDEZ, LLP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 SANDLER, LASRY, LAUBE, BYER & VALDEZ, LLP.

Plan sponsor

Name

SANDLER, LASRY, LAUBE, BYER & VALDEZ, LLP

EIN

33-0894637

Address

402 W BROADWAY STE 1700 · SAN DIEGO, CA · 92101

Phone

(619) 235-5655

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

SANDLER, LASRY, LAUBE, BYER & VALDEZ, LLP

EIN

33-0894637

City

SAN DIEGO, CA

Phone

(619) 235-5655

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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 providers

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