LAW OFFICES OF L. ANDRE LAM EMPLOYEE RETIREMENT BENEFIT PLAN
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
92
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICES OF L. ANDRE LAM.
Plan sponsor
Name
LAW OFFICES OF L. ANDRE LAM
EIN
73-1307005
Address
9039 BOLSA AVE., #218 · WESTMINSTER, CA · 92683
Phone
(714) 379-6449
Industry
Law Offices· Professional & Technical Servicessee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
