How big is Lanier Financial Group, LLC's plan?

Lanier Financial Group, LLC's plan reported $308K in assets and 7 participants for 2024.

Original filing (PDF)20251107093243NAL0000499793001

Lanier Financial Group, LLC

Name: Lanier Financial Group, LLC — Lanier Financial Group, Form 5500 (2024)
Creator: Lanier Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lanier Financial Group 401(k) Plan

401(k) retirement plan · Lanier Financial Group, LLC's Lanier Financial Group 401(k) Plan held $308K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$308K

Net assets (EOY)

$308K

People on this filing

Nathan J Hriczo signed Lanier Financial Group, LLC's 2024 Form 5500 as plan administrator.

Nathan J Hriczo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lanier Financial Group, LLC's EIN is 45-1285309.

EIN 45-1285309

Plan number 001

Plan year 2024

ACK ID 20251107093243NAL0000499793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lanier Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lanier Financial Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LANIER FINANCIAL GROUP, 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