Original filing (PDF)20250910101120NAL0013382483002

ANDREW LEE EHRLICH

Name: ANDREW LEE EHRLICH — THE ANDREW L. EHRLICH CFP 401(K) PLAN, Form 5500 (2024)
Creator: ANDREW LEE EHRLICH

Form 5500-SF

FILING_RECEIVED

THE ANDREW L. EHRLICH CFP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDREW LEE EHRLICH.

Plan sponsor

Name

ANDREW LEE EHRLICH

EIN

81-4528338

Address

28202 CABOT ROAD, SUITE 425 · LAGUNA NIGUEL, CA · 92677

Phone

(949) 462-9751

Industry

Finance & Insurancesee 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

2025-09-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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