Original filing (PDF)20250626075153NAL0012512208001

LOCKABY PLLC

Name: LOCKABY PLLC — LOCKABY PLLC RETIREMENT PLAN, Form 5500 (2024)
Creator: LOCKABY PLLC

Form 5500-SF

FILING_RECEIVED

LOCKABY PLLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$865K

Net assets (EOY)

$865K

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 (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOCKABY PLLC.

Plan sponsor

Name

LOCKABY PLLC

EIN

81-1330376all filings

Address

476 E HIGH STREET SUITE 200 · LEXINGTON, KY · 40507

Phone

(859) 263-7884

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