Original filing (PDF)20240822070608NAL0002458915001

LRM FAMILY OFFICE, LLC

Name: LRM FAMILY OFFICE, LLC — TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: LRM FAMILY OFFICE, LLC

Form 5500-SF

FILING_RECEIVED

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

LRM FAMILY OFFICE, LLC

DBA

CHICK-FIL-A AT POPLAR ROAD

EIN

84-2058293all filings

Address

4545 HWY 166 · DOUGLASVILLE, GA · 30135

Phone

(770) 254-9505

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

TPC QUALIFIED PLANS LLC

EIN

26-2312094

City

CHARLOTTE, NC

Phone

(888) 504-4484

Plan characteristics

Plan number

020

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-15

Filed

2024-08-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2S · Automatic enrollment

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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