Original filing (PDF)20250528172707NAL0019152578001

HERBERT W. AUGER, P.A. D/B/A AUGER AND AUGER

Name: HERBERT W. AUGER, P.A. D/B/A AUGER AND AUGER — AUGER & AUGER 401K PS PLAN, Form 5500 (2024)
Creator: HERBERT W. AUGER, P.A. D/B/A AUGER AND AUGER

Form 5500-SF

FILING_RECEIVED

AUGER & AUGER 401K PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 HERBERT W. AUGER, P.A. D/B/A AUGER AND AUGER.

Plan sponsor

Name

HERBERT W. AUGER, P.A. D/B/A AUGER AND AUGER

EIN

56-2075156

Address

717 S. TORRANCE STREET · SUITE 101 · CHARLOTTE, NC · 28204

Phone

(704) 364-3363

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

2025-05-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 Law Offices plans

THE MIKE COX LAW FIRM, PLLC

MIKE COX LAW FIRM, PLLC 401(K) PLAN

$1.6M · 7 participants

BRAGDON, BARON & KOSSAYDA, P.C.

BRAGDON, BARON & KOSSAYDA, P.C. 401(K) PLAN

$1.6M · 10 participants

ALFREDO PARRISH PLLC

ALFREDO PARRISH PLLC 401(K) PLAN

$1.6M · 20 participants

SCHAFFER & ASSOCIATES, CHTD

SCHAFFER & ASSOCIATES, CHTD 401(K) PROFIT SHARING

$1.6M · 3 participants

BALICK & BALICK LLC

BALICK & BALICK LLC 401(K) PROFIT SHARING PLAN