· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LORCHGREENE LLP — LORCHGREENE, LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015100145NAL0005888960001
LORCHGREENE LLP
Form 5500-SF
FILING_RECEIVED
LORCHGREENE, LLP 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
17
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
LORCHGREENE LLP
.
Find decision makers
Plan sponsor
Name
LORCHGREENE LLP
EIN
81-1298389
Address
468 PENNSFIELD PLACE, SUITE 200 · THOUSAND OAKS, CA · 91360
Phone
(805) 496-4330
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
GBB & CO., LLP
GBB & CO., LLP 401(K) PROFIT SHARING PLAN
$1.7M · 9 participants
MELETIS & MUNSCH, LLP
MELETIS & MUNSCH, LLP 401(K) SAVINGS PLAN
$1.7M · 20 participants
GINTZ WARNER
GINTZ WARNER 401(K) P/S PLAN
$1.7M · 16 participants
MUNIR G. DHALLA, CPA, INC.
MUNIR G. DHALLA, CPA, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 10 participants
JEREMY WHITE, CPA, PLLC
JEREMY WHITE, CPA, PLLC 401(K) PLAN
$1.7M · 8 participants
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE MICHAEL L LARSON COMPANY P
THE MICHAEL L LARSON COMPANY P 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 28 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
