Original filing (PDF)20250723192211NAL0011350850001

LPL FINANCIAL D/B/A ADAIR & ASSOCIATES, LLC

Name: LPL FINANCIAL D/B/A ADAIR & ASSOCIATES, LLC — ADAIR & ASSOCIATES 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LPL FINANCIAL D/B/A ADAIR & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

ADAIR & ASSOCIATES 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$298K

Net assets (EOY)

$298K

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 LPL FINANCIAL D/B/A ADAIR & ASSOCIATES, LLC.

Plan sponsor

Name

LPL FINANCIAL D/B/A ADAIR & ASSOCIATES, LLC

DBA

ADAIR & ASSOCIATES, LLC

EIN

85-1659002

Address

2205 WARWICK WAY SUITE 300 · MARRIOTSVILLE, MD · 21104

Phone

(443) 609-7727

Industry

Finance & Insurancesee 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

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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