Original filing (PDF)20250527085204NAL0005841313001

ALLEY, MAASS, ROGERS & LINDSAY, P.A

Name: ALLEY, MAASS, ROGERS & LINDSAY, P.A — ALLEY, MAASS, ROGERS & LINDSAY, P.A. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ALLEY, MAASS, ROGERS & LINDSAY, P.A

Form 5500-SF

FILING_RECEIVED

ALLEY, MAASS, ROGERS & LINDSAY, P.A. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.6M

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLEY, MAASS, ROGERS & LINDSAY, P.A.

Plan sponsor

Name

ALLEY, MAASS, ROGERS & LINDSAY, P.A

EIN

65-0086858

Address

340 ROYAL POINCIANA WAY SUITE 321 · PALM BEACH, FL · 33480

Phone

(561) 659-1770

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator