· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LAUER PHILLIPS LLC — LAUER PHILLIPS LLC 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010112032NAL0004546771001
LAUER PHILLIPS LLC
Form 5500-SF
FILING_RECEIVED
LAUER PHILLIPS LLC 401K PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
6
Plan assets (EOY)
$252K
Net assets (EOY)
$252K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LAUER PHILLIPS LLC
.
Find decision makers
Plan sponsor
Name
LAUER PHILLIPS LLC
EIN
47-4407971
Address
7107 O'KELLY CHAPEL ROAD · CARY, NC · 27519
Phone
(919) 466-9525
Industry
Accommodation & Food Services
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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
WORLDS BEST PIZZA, INC.
WORLD'S BEST PIZZA, INC. DEFINED BENEFIT PLAN
$252K · 8 participants
FIVE KNIGHTS, LLC
FIVE KNIGHTS 401(K) PLAN
$253K · 67 participants
BEDFORD MOON COMPANY
BEDFORD MOON COMPANY 401(K) P/S PLAN
$253K · 52 participants
LFS & LPS LTD
LFS & LPS 401K PLAN
$253K · 206 participants
HERSHBERGER FOODS, LLC
HERSHBERGER FOODS, LLC 401(K) PLAN
$253K · 73 participants
65
Knocking points off
Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RA JOHNSFAM, INC.
RA JOHNSFAM, INC. 401(K) PLAN
$254K · 124 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
