Original filing (PDF)20251004113600NAL0003360704001

AIKEN AND OHALLORAN OF LEE COUNTY P.A.

Name: AIKEN AND OHALLORAN OF LEE COUNTY P.A. — AIKEN AND O'HALLORAN OF LEE COUNTY P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AIKEN AND OHALLORAN OF LEE COUNTY P.A.

Form 5500-SF

FILING_RECEIVED

AIKEN AND O'HALLORAN OF LEE COUNTY P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AIKEN AND OHALLORAN OF LEE COUNTY P.A..

Plan sponsor

Name

AIKEN AND OHALLORAN OF LEE COUNTY P.A.

EIN

47-2689126all filings

Address

2257 CLEVELAND AVE · FT. MYERS, FL · 33901

Phone

(239) 334-8890

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator