· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PERROTTA, LAMB & JOHNSON, LLC — PERROTTA, LAMB & JOHNSON, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717164841NAL0000365987001
PERROTTA, LAMB & JOHNSON, LLC
Form 5500-SF
FILING_RECEIVED
PERROTTA, LAMB & JOHNSON, LLC 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
13
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
PERROTTA, LAMB & JOHNSON, LLC
.
Find decision makers
Plan sponsor
Name
PERROTTA, LAMB & JOHNSON, LLC
EIN
82-0897796
Address
222 E. MAIN STREET · CARTERSVILLE, GA · 30120
Phone
(770) 382-8900
Industry
Law 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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 Law Offices plans
MIKE KELLY LAW GROUP, LLC
MIKE KELLY LAW GROUP 401(K) PROFIT SHARING PLAN
$1.2M · 3 participants
SHELDON SINRICH, LLC
SHELDON SINRICH, LLC SAFE HARBOR 401(K) PLAN
$1.2M · 3 participants
THE HORWITZ LAW GROUP, P.C.
THE HORWITZ LAW GROUP 401(K) PLAN
$1.2M · 4 participants
ROBERT L. MCLEOD II, P.A.
THE MCLEOD FIRM 401(K) PLAN
$1.2M · 6 participants
TODD R. TATRO, ATTORNEY AT LAW
TODD R. TATRO, ATTORNEY AT LAW 401K PLAN
$1.2M · 3 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.
MCMURTREY, HARTSOCK, WORTH & ST. LAWRENCE, A PROFESSIONAL CORPORATION
MCMURTREY, HARTSOCK, WORTH & ST. LAWRENCE, APC 401(K) PROFIT SHARING PLAN
$1.2M · 5 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
