Original filing (PDF)20250911095625NAL0000547856001

LKW PROFESSIONAL ORGANIZATION CORPORATION DBA ORGANIZE 365

Name: LKW PROFESSIONAL ORGANIZATION CORPORATION DBA ORGANIZE 365 — ORGANIZE 365 RETIREMENT PLAN, Form 5500 (2024)
Creator: LKW PROFESSIONAL ORGANIZATION CORPORATION DBA ORGANIZE 365

Form 5500-SF

FILING_RECEIVED

ORGANIZE 365 RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$666K

Net assets (EOY)

$666K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LKW PROFESSIONAL ORGANIZATION CORPORATION DBA ORGANIZE 365.

Plan sponsor

Name

LKW PROFESSIONAL ORGANIZATION CORPORATION DBA ORGANIZE 365

EIN

71-1036261all filings

Address

5211 MUHLHAUSER RD · WEST CHESTER, OH · 45011

Phone

(513) 680-0192

Industry

Wholesale Tradesee all

Plan administrator