Original filing (PDF)20250505113049NAL0011688032001

BALLARD PARTNERS INC.

Name: BALLARD PARTNERS INC. — BALLARD PARTNERS, INC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BALLARD PARTNERS INC.

Form 5500-SF

FILING_RECEIVED

BALLARD PARTNERS, INC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

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 BALLARD PARTNERS INC..

Plan sponsor

Name

BALLARD PARTNERS INC.

EIN

59-3499504

Address

201 EAST PARK AVE 5TH FLOOR · TALLAHASSEE, FL · 32301

Phone

(850) 577-0444

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

2025-05-05

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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 Law Offices plans

THE GORI LAW FIRM, PC

THE GORI LAW FIRM, PC 401(K) PLAN

$10.2M · 199 participants

GLENN, FELDMANN, DARBY & GOODLATTE

GLENN, FELDMANN, DARBY & GOODLATTE RETIREMENT SAVINGS PLAN

$10.2M · 7 participants

WOOTEN, KIMBROUGH, DAMASO & DENNIS P.A.

WOOTEN KIMBROUGH, P.A. 401(K) PROFIT SHARING PLAN

$10.2M · 8 participants

MILLER & TISCHLER, P.C.

MILLER & TISCHLER, P.C. RETIREMENT SAVINGS PLAN

$10.2M

PLAUCHE MASELLI PARKERSON LLP

PLAUCHE MASELLI PARKERSON 401(K) PROFIT SHARING PLAN