Original filing (PDF)20250909142835NAL0042866434001

MAY, OBERFELL & LORBER

Name: MAY, OBERFELL & LORBER — MAY, OBERFELL & LORBER 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MAY, OBERFELL & LORBER

Form 5500-SF

FILING_RECEIVED

MAY, OBERFELL & LORBER 401(K) PROFIT SHARING 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 MAY, OBERFELL & LORBER.

Plan sponsor

Name

MAY, OBERFELL & LORBER

EIN

35-0914880

Address

4100 EDISON LAKES PKWY STE 100 · MISHAWAKA, IN · 465453467

Phone

(574) 243-4100

Industry

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

2025-09-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

EQUIP FOR EQUALITY, INC.

EQUIP FOR EQUALITY, INC. 401(K) PLAN

$9.0M · 62 participants

THE LEGAL AID SOCIETY OF NORTHEASTERN NEW YORK, INC.

THE LEGAL AID SOCIETY OF NORTHEASTERN NEW YORK TAX SHELTERED ANNUITY PLAN

$9.1M · 131 participants

CENTRAL JERSEY LEGAL SERVICES, INC.

CENTRAL JERSEY LEGAL SERVICES, INC. PROFIT SHARING PLAN AND TRUST

$9.0M · 74 participants

TITAN SECURITY SERVICES, INC.

TITAN SECURITY SERVICES PENSION PLAN

$8.9M · 1,570 participants

OFFICE OF THE CHAPTER 13 TRUSTEE - WDMO