Original filing (PDF)20250702121632NAL0032948978001

LAW OFFICES OF DAVID M. LEDERMAN

Name: LAW OFFICES OF DAVID M. LEDERMAN — LAW OFFICES OF DAVID M. LEDERMAN 401K PLAN, Form 5500 (2024)
Creator: LAW OFFICES OF DAVID M. LEDERMAN

Form 5500-SF

FILING_RECEIVED

LAW OFFICES OF DAVID M. LEDERMAN 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 LAW OFFICES OF DAVID M. LEDERMAN.

Plan sponsor

Name

LAW OFFICES OF DAVID M. LEDERMAN

EIN

46-3785819

Address

533 MORAGA RD STE 220 · MORAGA, CA · 945562336

Phone

(925) 522-8889

Industry

All Other Professional Services· 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

2025-07-02

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

OTL LOGISTICS, INC.

OTL LOGISTICS, INC. CASH BALANCE PENSION PLAN AND TRUST

$1.9M · 25 participants

PAYAM HARIRI, D.M.D., P.A. T/A CHESAPEAKE ENDODONTICS

PAYAM HARIRI, D.M.D., P.A. T/A CHESAPEAKE ENDODONTICS 401(K) PROFIT SHARING PLAN AND TRUST

$1.9M · 6 participants

THE MCMANUS GROUP, LLC

THE MCMANUS GROUP, LLC 401(K) PLAN

$1.9M · 4 participants

PERFORMANCE RESEARCH, INC

PERFORMANCE RESEARCH 401(K) PLAN

$1.9M · 5 participants

ACME ATRONOMATIC, LLC