Original filing (PDF)20250604144547NAL0019440864001

LORIE S DELK & ASSOCIATES INC

Name: LORIE S DELK & ASSOCIATES INC — LORIE S DELK & ASSOCIATES INC 401K PLAN, Form 5500 (2024)
Creator: LORIE S DELK & ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

LORIE S DELK & ASSOCIATES INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORIE S DELK & ASSOCIATES INC.

Plan sponsor

Name

LORIE S DELK & ASSOCIATES INC

EIN

58-2439508all filings

Address

108 CHEHAW CT · EATONTON, GA · 31024

Phone

(678) 521-2160

Industry

Health Care & Social Assistancesee 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

2025-06-04

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

INSTITUTE OF CONTEXTUAL HUMAN HEALTH, WELLNESS, AND PERFORMANCE

IMDV 401(K) PLAN

$133K · 8 participants

COLLECTIVE THERAPY CORP

COLLECTIVE THERAPY CORP 401K PLAN

$133K · 24 participants

OWL THERAPY SERVICES, LLC

OWL THERAPY SERVICES 401(K) PLAN

$133K · 6 participants

APOGEE REHABILITATIVE THERAPY SERVICES

APOGEE REHABILITATIVE THERAPY SERVICES 401(K) PROFIT SHARING PLAN

$133K · 11 participants

KERRY ORMSON ED.D. ORMSON HEARING HEALTH CARE

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.