Original filing (PDF)20250719174555NAL0005105746001

W RANDALL LAURIE

Name: W RANDALL LAURIE — W RANDALL LAURIE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: W RANDALL LAURIE

Form 5500-SF

FILING_RECEIVED

W RANDALL LAURIE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

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 W RANDALL LAURIE.

Plan sponsor

Name

W RANDALL LAURIE

EIN

47-2626416

Address

3942 BOUNDARY ST · SAN DIEGO, CA · 921042005

Phone

(619) 750-1569

Industry

Other Services (ex. Public Admin)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

2025-07-19

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

JQ3 INSURANCE AGENCY LLC

JQ3 INSURANCE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST

$4K · 2 participants

GISPAN DESIGN INC

GISPAN DESIGN INC 401(K) PLAN

$4K · 4 participants

SOUTHERN GENERAL PART INC

SOUTHERN GENERAL PART INC 401K PLAN

$4K · 1 participants

VITOZEN SOLUTIONS LLC

VITOZEN SOLUTIONS LLC 401(K) PLAN

$4K · 6 participants

AVENTURA SAILING ASSOCIATION INC

$4K · 9 participants