How big is Lorch Naville Ward, LLC's plan?

Lorch Naville Ward, LLC's plan reported $4.5M in assets and 18 participants for 2025.

Original filing (PDF)20260512104037NAL0006613969001

Lorch Naville Ward, LLC

Name: Lorch Naville Ward, LLC — Lorch Naville Ward LLC, Form 5500 (2025)
Creator: Lorch Naville Ward, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lorch Naville Ward LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Lorch Naville Ward, LLC's Lorch Naville Ward LLC 401(k) Retirement Savings Plan held $4.5M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Lorch Naville Ward, LLC's EIN is 35-1543803.

EIN 35-1543803

Plan number 001

Plan year 2025

ACK ID 20260512104037NAL0006613969001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lorch Naville Ward, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lorch Naville Ward, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORCH NAVILLE WARD, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score