Original filing (PDF)20250319141751NAL0003624771001

BARTH BALLENGER & LEWIS, LLP

Name: BARTH BALLENGER & LEWIS, LLP — BARTH BALLENGER & LEWIS, LLP 401(K) PLAN, Form 5500 (2024)
Creator: BARTH BALLENGER & LEWIS, LLP

Form 5500-SF

FILING_RECEIVED

BARTH BALLENGER & LEWIS, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 BARTH BALLENGER & LEWIS, LLP.

Plan sponsor

Name

BARTH BALLENGER & LEWIS, LLP

EIN

57-0852275

Address

205 N IRBY ST · FLORENCE, SC · 29501

Phone

(843) 662-6301

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

2025-03-19

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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