Original filing (PDF)20250312161234NAL0032489424001

PLDR LAW, PC

Name: PLDR LAW, PC — PETTY, LIVINGSTON, DAWSON & RICHARDS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PLDR LAW, PC

Form 5500-SF

FILING_RECEIVED

PETTY, LIVINGSTON, DAWSON & RICHARDS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 PLDR LAW, PC.

Plan sponsor

Name

PLDR LAW, PC

EIN

54-1740034

Address

P.O. BOX 1080 · LYNCHBURG, VA · 24505

Phone

(434) 846-2768

Industry

Law Offices· Professional & Technical Servicessee 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

2025-03-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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