Original filing (PDF)20251009160246NAL0006870961001

KELMAN-LAZAROV INC.

Name: KELMAN-LAZAROV INC. — KELMAN-LAZAROV INC. 401(K) PLAN, Form 5500 (2024)
Creator: KELMAN-LAZAROV INC.

Form 5500-SF

FILING_RECEIVED

KELMAN-LAZAROV INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 KELMAN-LAZAROV INC..

Plan sponsor

Name

KELMAN-LAZAROV INC.

EIN

62-1079189

Address

5100 POPLAR AVE. · MEMPHIS, TN · 38137

Phone

(901) 685-8284

Industry

Finance & Insurancesee 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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

EDGEPOINT CAPITAL ADVISORS, LLC

EDGEPOINT CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.8M · 23 participants

ADC VENTURES, PLLC

ADC VENTURES 401(K) PLAN

$1.8M · 22 participants

JONES ADVISORY GROUP

JONES ADVISORY GROUP RETIREMENT TRUST

$1.8M · 28 participants

ATLAS PRIVATE WEALTH ADVISORS

ATLAS 401(K) PLAN

$1.8M · 16 participants

COASTAL FINANCIAL, INC.

COASTAL FINANCIAL, INC. 401(K) PLAN

$1.8M · 9 participants