How big is Geraldine LY's plan?

Geraldine LY's plan reported $8K in assets and 6 participants for 2024.

Original filing (PDF)20250606110243NAL0012610625001

Geraldine LY

Name: Geraldine LY — Law Office of Geraldine LY, Form 5500 (2024)
Creator: Geraldine LY
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Law Office of Geraldine LY

401(k) retirement plan · Geraldine LY's Law Office of Geraldine LY held $8K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Shirley Horner signed Geraldine LY's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Geraldine LY's EIN is 47-1756863.

EIN 47-1756863

Plan number 001

Plan year 2024

ACK ID 20250606110243NAL0012610625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Geraldine LY from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Geraldine LY's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERALDINE LY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

GERALDINE LY

EIN

all filings

Address

333 S. ANITA DRIVE, STE. 855 · ORANGE, CA · 92868

Phone

(714) 442-9998

Industry

Law Offices· Professional & Technical Services

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

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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