Back to filter
Original filing (PDF)20250819102210NAL0001086099001
VARNUM LLP
Form 5500
FILING_RECEIVED
VARNUM RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
124
Accounts w/ balance
108
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VARNUM LLP.
Plan sponsor
Name
VARNUM LLP
EIN
38-1294924
Address
PO BOX 352 · GRAND RAPIDS, MI · 495010352
Phone
(616) 336-6000
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
2025-08-19
Pension benefit codes
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $24.2M
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VARNUM LLP MASTER TRUST VARNUM LLP · EIN 38-1294924 / PN 003 | Master Trust | $24.2M | 100.0% |
Related plans
Similar-size Law Offices plans
FIVE VALLEYS LAW, PLLC
FIVE VALLEYS LAW, PLLC 401(K) PLAN
$0
RIGNEY LAW LLC
RIGNEY LAW LLC CBIN BENEFIT PLAN
$0
STEVEN M. FEDER, P.C.
STEVEN M. FEDER, P.C. CASH BALANCE PENSION PLAN & TRUST
$0
AMOS TYNDALL PLLC
AMOS TYNDALL PLLC 401K PLAN
$0
ANDREW J. KOPP, P.C.
ANDREW J. KOPP, P.C. CASH BALANCE PENSION PLAN
$0
WACHTEL, BIEHN & MALM
WACHTEL BIEHN & MALM PROFIT SHARING PLAN
$0
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants