Original filing (PDF)20250915081002NAL0000918129001

BOLES LAW FIRM-BATON ROUGE, LLC

Name: BOLES LAW FIRM-BATON ROUGE, LLC — BOLES LAW FIRM 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BOLES LAW FIRM-BATON ROUGE, LLC

Form 5500-SF

FILING_RECEIVED

BOLES LAW FIRM 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 BOLES LAW FIRM-BATON ROUGE, LLC.

Plan sponsor

Name

BOLES LAW FIRM-BATON ROUGE, LLC

EIN

38-3760250

Address

7914 WRENWOOD BOULEVARD · SUITE A · BATON ROUGE, LA · 70809

Phone

(225) 924-2686

Industry

Law Offices· 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

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

NATHAN ZIEGLER LAW FIRM, PC

NATHAN ZIEGLER LAW FIRM, PC 401(K) PLAN

$1.1M · 14 participants

HISSEY, MULDERIG & FRIEND, PLLC

HISSEY, MULDERIG & FRIEND, PLLC 401K PLAN

$1.1M · 16 participants

KIM VAUGHAN LERNER LLP

KIM VAUGHAN LERNER LLP CASH BALANCE PLAN

$1.1M · 11 participants

LUMOS LAW, A PROFESSIONAL LAW CORPORATION FORMERLY GRANT LAW GROUP

LUMOS LAW, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN

$1.1M · 4 participants

VELASQUEZ DOLAN ARIAS, P.A.

VDA 401(K) PLAN