How big is Loose Law Group, P.C.'s plan?

Loose Law Group, P.C.'s plan reported $3.3M in assets and 8 participants for 2024.

Original filing (PDF)20250701153835NAL0030934354001

Loose Law Group, P.C.

Name: Loose Law Group, P.C. — Loose Law Group, P.C. 401(k), Form 5500 (2024)
Creator: Loose Law Group, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loose Law Group, P.C. 401(k) P/S Plan

401(k) retirement plan · Loose Law Group, P.C.'s Loose Law Group, P.C. 401(k) P/S Plan held $3.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

JONI Helfrich signed Loose Law Group, P.C.'s 2024 Form 5500 as plan administrator.

JONI Helfrich — 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

Loose Law Group, P.C.'s EIN is 86-0494275.

EIN 86-0494275

Plan number 001

Plan year 2024

ACK ID 20250701153835NAL0030934354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Loose Law Group, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Loose Law Group, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOOSE LAW GROUP, P.C..

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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