· 2022–2024 · DOL EFAST2

Lohrey Group LLC — Lohrey Group LLC 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20251010100209NAL0007480513001

Lohrey Group LLC

Form 5500-SF

FILING_RECEIVED

Lohrey Group LLC 401(k) Plan

401(k) retirement plan · Lohrey Group LLC's Lohrey Group LLC 401(k) Plan held $410K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$410K

Net assets (EOY)

$410K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LOHREY GROUP LLC

EIN

Address

2512 W 83RD TERRACE · LEAWOOD, KS · 66206

Phone

(913) 669-9838

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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)

2J · 401(k) feature

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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