How big is LRM Family Office's plan?

LRM Family Office's plan reported $867K in assets and 41 participants for 2024.

Original filing (PDF)20251001171417NAL0012883729001

LRM Family Office

Name: LRM Family Office — LRM 401(k) Plan, Form 5500 (2024)
Creator: LRM Family Office
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LRM 401(k) Plan

401(k) retirement plan · LRM Family Office's LRM 401(k) Plan held $867K in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$867K

Net assets (EOY)

$867K

People on this filing

Laren McGuire signed LRM Family Office's 2024 Form 5500 as plan administrator.

Laren McGuire — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LRM Family Office's EIN is 84-2058293.

EIN 84-2058293

Plan number 001

Plan year 2024

ACK ID 20251001171417NAL0012883729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LRM Family Office from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LRM Family Office's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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.

Plan sponsor

Name

LRM FAMILY OFFICE

DBA

CHICK FIL A AT POPLAR RD

EIN

all filings

Address

2090 NEWNAN CROSSING BLVD · NEWMAN, GA · 30265

Phone

(770) 254-9505

Industry

Accommodation & Food Services

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

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