Original filing (PDF)20251001171417NAL0012883729001

LRM FAMILY OFFICE

Name: LRM FAMILY OFFICE — LRM 401(K) PLAN, Form 5500 (2024)
Creator: LRM FAMILY OFFICE

Form 5500-SF

FILING_RECEIVED

LRM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$867K

Net assets (EOY)

$867K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LRM FAMILY OFFICE.

Plan sponsor

Name

LRM FAMILY OFFICE

DBA

CHICK FIL A AT POPLAR RD

EIN

84-2058293

Address

2090 NEWNAN CROSSING BLVD · NEWMAN, GA · 30265

Phone

(770) 254-9505

Industry

Accommodation & Food 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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

BF FOODS GROUP

BF FOODS GROUP DEFINED BENEFIT PENSION PLAN & TRUST

$867K · 3 participants

TEA INNOVATIONS, LLC

TEA INNOVATIONS, LLC RETIREMENT PLAN

$867K · 24 participants

NBN LLC

NBN LLC 401(K) PROFIT SHARING PLAN & TRUST

$867K · 34 participants

LIGHT ON A HILL, LLC

LIGHT ON A HILL, LLC 401(K) PLAN

$866K · 29 participants

COUP MANAGEMENT, LLC

COUP MANAGEMENT, LLC 401(K) PLAN

$866K · 73 participants