Original filing (PDF)20250703075715NAL0000830706001

LAW OFFICE OF ROYCE C. HADDAD, JR.

Name: LAW OFFICE OF ROYCE C. HADDAD, JR. — LAW OFFICE OF ROYCE C. HADDAD JR, Form 5500 (2024)
Creator: LAW OFFICE OF ROYCE C. HADDAD, JR.

Form 5500-SF

FILING_RECEIVED

LAW OFFICE OF ROYCE C. HADDAD JR

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAW OFFICE OF ROYCE C. HADDAD, JR..

Plan sponsor

Name

LAW OFFICE OF ROYCE C. HADDAD, JR.

EIN

45-4110893

Address

6344 ROOSEVELT BLVD. · CLEARWATER, FL · 33760

Phone

(727) 299-0449

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

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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