Original filing (PDF)20250517100729NAL0020653409001

COLLINS & LACY, P.C.

Name: COLLINS & LACY, P.C. — COLLINS & LACY, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COLLINS & LACY, P.C.

Form 5500-SF

FILING_RECEIVED

COLLINS & LACY, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

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 COLLINS & LACY, P.C..

Plan sponsor

Name

COLLINS & LACY, P.C.

EIN

57-0989944

Address

1330 LADY STREET · COLUMBIA, SC · 29201

Phone

(802) 255-0425

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

FIRST PARTY ADMINISTRATOR, LLC

EIN

46-2023154

City

ATLANTA, GA

Phone

(678) 500-9551

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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