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LAW OFFICES OF DAVID M. LEDERMAN 401(K) PLAN — Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230728151059NAL0008155027001
LAW OFFICES OF DAVID M. LEDERMAN 401(K) PLAN
Form 5500-SF
FILING_RECEIVED
LAW OFFICES OF DAVID M. LEDERMAN 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
9
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LAW OFFICES OF DAVID M. LEDERMAN 401(K) PLAN
.
Find decision makers
Plan sponsor
Name
LAW OFFICES OF DAVID M. LEDERMAN 401(K) PLAN
EIN
68-0429514
Address
3432 HILLCREST AVE., STE. 100 · ANTIOCH, CA · 94531
Phone
(925) 522-8889
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-10-01
Tax period
2022-12-31
Filed
2023-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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80
Knocking points off
69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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