Original filing (PDF)20250430220104NAL0003867872004

LOCH MORLICH LLC

Name: LOCH MORLICH LLC — THE HOPTIMIST 401(K) PLAN, Form 5500 (2024)
Creator: LOCH MORLICH LLC

Form 5500-SF

FILING_RECEIVED

THE HOPTIMIST 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

Plan health score

Above-average plan

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.

Decision-maker contacts

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

Plan sponsor

Name

LOCH MORLICH LLC

EIN

85-2015546

Address

422 AMSTERDAM AVENUE · NEW YORK, NY · 10024

Phone

(917) 613-7264

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

2025-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

CORDOVA BOYS LLC

CORDOVA BOYS LLC 401(K) PROFIT SHARING PLAN & TRUST

$50K · 5 participants

HOSPITALITY IN TRANSIT, LLC

METROBAR 401(K) PLAN

$50K · 18 participants

FOX FIRE INN A CALIFORNIA CORP

FOX FIRE INN A CALIFORNIA CORP 401K PLAN

$49K · 17 participants

DPC LA CORP

$49K · 45 participants

GRIFFIN PROMOTIONS LLC

GRIFF'S 401(K) PLAN

$51K · 13 participants