Original filing (PDF)20250924143840NAL0007681489001

FRANTZ WARD LLP

Name: FRANTZ WARD LLP — FRANTZ WARD LLP ASSOCIATES' SAVINGS PLAN, Form 5500 (2024)
Creator: FRANTZ WARD LLP

Form 5500-SF

FILING_RECEIVED

FRANTZ WARD LLP ASSOCIATES' SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

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 FRANTZ WARD LLP.

Plan sponsor

Name

FRANTZ WARD LLP

EIN

34-1906425

Address

200 PUBLIC SQUARE SUITE 3000 · CLEVELAND, OH · 44114

Phone

(216) 515-1449

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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