Original filing (PDF)20250529125531NAL0004816851001

LOCKHART & LOCKHART, P.L.L.C.

Name: LOCKHART & LOCKHART, P.L.L.C. — LOCKHART & LOCKHART 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: LOCKHART & LOCKHART, P.L.L.C.

Form 5500-SF

FILING_RECEIVED

LOCKHART & LOCKHART 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$345K

Net assets (EOY)

$345K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOCKHART & LOCKHART, P.L.L.C..

Plan sponsor

Name

LOCKHART & LOCKHART, P.L.L.C.

EIN

47-1152734all filings

Address

2620 WEST ARROWOOD RD. STE. 102 · CHARLOTTE, NC · 28273

Phone

(704) 269-8495

Industry