Original filing (PDF)20250829095626NAL0019269728001

J.Y. LEGNER ASSOCIATES, INC.

Name: J.Y. LEGNER ASSOCIATES, INC. — J.Y. LEGNER ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: J.Y. LEGNER ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

J.Y. LEGNER ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

150

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.Y. LEGNER ASSOCIATES, INC..

Plan sponsor

Name

J.Y. LEGNER ASSOCIATES, INC.

EIN

61-1353367

Address

340 N. EVERGREEN ROAD, SUITE 100 · LOUISVILLE, KY · 40243

Phone

(502) 585-9000

Industry

All Other Professional Services· 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

2025-08-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

LEDC, INC

LEDC, INC. 401(K) PLAN

$4.0M · 40 participants

NICHOLAS & LENCE COMMUNICATIONS, LLC

NICHOLAS & LENCE COMMUNICATIONS, LLC 401(K) PROFIT SHARING PLAN

$4.0M · 9 participants

ALLIANCE GEOTECHNICAL GROUP, INC.

ALLIANCE GEOTECHNICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

$4.0M · 183 participants

DIVERSE SYSTEMS GROUP, LLC

DIVERSE SYSTEMS GROUP, LLC 401(K) PROFIT SHARING AND TRUST

$4.0M · 89 participants

EJP CONSULTING GROUP

EJP CONSULTING 401(K) PROFIT SHARING PLAN & TRUST