Original filing (PDF)20230620141408NAL0025785363001

LORD'S COMPANY OF ORLANDO, INC. DBA KELLYCO

Name: LORD'S COMPANY OF ORLANDO, INC. DBA KELLYCO — 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF LORD'S COMPANY OF ORLANDO, INC. DBA KELLYCO, Form 5500 (2022)
Creator: LORD'S COMPANY OF ORLANDO, INC. DBA KELLYCO

Form 5500-SF

FILING_RECEIVED

401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF LORD'S COMPANY OF ORLANDO, INC. DBA KELLYCO

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 LORD'S COMPANY OF ORLANDO, INC. DBA KELLYCO.

Plan sponsor

Name

LORD'S COMPANY OF ORLANDO, INC. DBA KELLYCO

EIN

59-1585400

Address

P.O. BOX 195207 · WINTER SPRINGS, FL · 32708

Phone

(407) 699-8700

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-30

Filed

2023-06-20

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

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