How big is Lopez and Wardle LLP's plan?

Lopez and Wardle LLP's plan reported $245K in assets and 4 participants for 2024.

Original filing (PDF)20250721070152NAL0002988882001

Lopez and Wardle LLP

Name: Lopez and Wardle LLP — Form 5500 (2024)
Creator: Lopez and Wardle LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Lopez and Wardle LLP held $245K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

People on this filing

Shirley Horner signed Lopez and Wardle LLP'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

Lopez and Wardle LLP's EIN is 47-2809025.

EIN 47-2809025

Plan number 001

Plan year 2024

ACK ID 20250721070152NAL0002988882001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lopez and Wardle LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lopez and Wardle LLP'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 LOPEZ AND WARDLE LLP.

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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