Original filing (PDF)20250718140212NAL0001862385001

ALISON CLASBY HARKE, P.A.

Name: ALISON CLASBY HARKE, P.A. — ACH LEGAL 401(K) PLAN, Form 5500 (2024)
Creator: ALISON CLASBY HARKE, P.A.

Form 5500-SF

FILING_RECEIVED

ACH LEGAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 ALISON CLASBY HARKE, P.A..

Plan sponsor

Name

ALISON CLASBY HARKE, P.A.

EIN

82-3468675

Address

GRAND BAY PLAZA · 2665 BAYSHORE DR. #220 · COCONUT GROVE, FL · 33133

Phone

(305) 815-6909

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

2025-07-18

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

STEPHEN R. HOFER LAW CORPORATION

AERLEX LAW GROUP 401K PLAN

$1.8M · 4 participants

THE NOMURA LAW GROUP

THE NOMURA LAW GROUP 401(K) PROFIT SHARING PLAN

$1.8M · 3 participants

SELINGO GUAGLIARDO, LLC

SELINGO GUAGLIARDO, LLC 401(K) PROFIT SHARING PLAN

$1.8M · 7 participants

FORDE & OMEARA LLP

FORDE & OMEARA LLP 401(K) PLAN

$1.8M · 10 participants

JOSEPH C. MCCORQUODALE, III, P.C.

JOSEPH C. MCCORQUODALE, III EMPLOYER'S PROFIT SHARING TRUST