Original filing (PDF)20250925120600NAL0012131058001

PATRICK LENEHAN & ASSOCIATES, INC.

Name: PATRICK LENEHAN & ASSOCIATES, INC. — PATRICK LENEHAN & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: PATRICK LENEHAN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

PATRICK LENEHAN & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 PATRICK LENEHAN & ASSOCIATES, INC..

Plan sponsor

Name

PATRICK LENEHAN & ASSOCIATES, INC.

EIN

35-2184766

Address

806 A SHARON DRIVE · WESTLAKE, OH · 44145

Phone

(216) 521-0199

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

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

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

Related plans

Similar-size Professional & Technical Services plans

STN DIGITAL, LLC

STN DIGITAL 401(K) PLAN

$2.1M · 44 participants

PRIMEDIA, INC.

PRIMEDIA 401K PLAN

$2.1M · 11 participants

ICI FLOORING, INC.

ICI FLOORING, INC. RETIREMENT SAVINGS PLAN

$2.1M · 14 participants

GLOBAL GATEWAY ADVISORS LLC

GLOBAL GATEWAY ADVISORS 401(K) PLAN

$2.1M · 21 participants

KICKCHARGE CREATIVE LLC

KICKCHARGE CREATIVE LLC 401K PROFIT SHARING PLAN & TRUST

$2.1M · 31 participants