· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KASTER, LYNCH, FARRAR & BALL, LLP — KASTER, LYNCH, FARRAR & BALL, LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250504211904NAL0004739299001
KASTER, LYNCH, FARRAR & BALL, LLP
Form 5500-SF
FILING_RECEIVED
KASTER, LYNCH, FARRAR & BALL, LLP 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
11
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.7M
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
KASTER, LYNCH, FARRAR & BALL, LLP
.
Find decision makers
Plan sponsor
Name
KASTER, LYNCH, FARRAR & BALL, LLP
EIN
46-2760151
Address
125 NE 1ST AVE., SUITE 3 · OCALA, FL · 34470
Phone
(352) 622-1600
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
2025-05-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SEAN M. CLAPP, LLC
SEAN M. CLAPP, LLC 401(K) PROFIT SHARING PLAN
$1.9M · 7 participants
WILSON GETTY, LLP
WILSON GETTY, LLP CASH BALANCE PLAN
$1.9M · 15 participants
HEDMAN & COSTIGAN P.C
HEDMAN & COSTIGAN, P.C. 401(K) RETIREMENT PLAN
$1.9M · 2 participants
KEATING & SCHLITT PA
KEATING & SCHLITT PA 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 15 participants
ROGERS, SHEFFIELD & CAMPBELL, LLP
ROGERS, SHEFFIELD & CAMPBELL, LLP 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 11 participants
ROBERTS LAW GROUP PLLC
ROBERTS LAW GROUP PLLC 401(K) PLAN
$1.9M · 8 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants
