Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan
401(k) retirement plan · Lloyd, Gray, Whitehead & Monroe, P.C.'s Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan held $17.7M in plan assets for 55 participants in 2025.
Active participants
55
Accounts w/ balance
99
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
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
69
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LLOYD, GRAY, WHITEHEAD & MONROE, P.C..
