· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
REDFERN MASON LARSEN & MOORE PLC — REDFERN MASON LARSEN & MOORE PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010151059NAL0012865248001
REDFERN MASON LARSEN & MOORE PLC
Form 5500-SF
FILING_RECEIVED
REDFERN MASON LARSEN & MOORE PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
25
Accounts w/ balance
25
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
REDFERN MASON LARSEN & MOORE PLC
.
Find decision makers
Plan sponsor
Name
REDFERN MASON LARSEN & MOORE PLC
EIN
42-0704957
Address
PO BOX 627 · CEDAR FALLS, IA · 506130627
Phone
(319) 277-6830
Industry
Law Offices
· Professional & Technical Services
see 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
ANDERSON O'BRIEN,LLP
ANDERSON O'BRIEN, LLP 401(K) PLAN
$14.9M · 33 participants
GRUEL MILLS NIMS & PYLMAN PLLC
GRUEL, MILLS, NIMS & PYLMAN PROFIT SHARING & 401(K) PLAN
$14.9M · 16 participants
BOONE KARLBERG EMPLOYEE P/S PLAN
BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN
$15.0M · 36 participants
KROGER, GARDIS & REGAS, LLP
KROGER GARDIS & REGAS, LLP 401(K) PS PLAN
$14.9M · 40 participants
KOBAYASHI, SUGITA & GODA, LLP
KOBAYASHI, SUGITA & GODA 401(K) PROFIT SHARING PLAN
100
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.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$14.9M · 62 participants
GAGEN MCCOY MCMAHON KOSS MARKOWITZ & FANUCCI
GAGEN MCCOY SALARY DEFERRAL PLAN
$15.0M · 13 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B