Original filing (PDF)20250728122251NAL0002190288001

THORPE NORTH & WESTERN, L.L.P.

Name: THORPE NORTH & WESTERN, L.L.P. — RETIREMENT INCOME SECURITY PLAN-THORPE NORTH & WESTERN, L.L.P., Form 5500 (2024)
Creator: THORPE NORTH & WESTERN, L.L.P.

Form 5500-SF

FILING_RECEIVED

RETIREMENT INCOME SECURITY PLAN-THORPE NORTH & WESTERN, L.L.P.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

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 THORPE NORTH & WESTERN, L.L.P..

Plan sponsor

Name

THORPE NORTH & WESTERN, L.L.P.

EIN

87-0353177

Address

8180 SOUTH 700 EAST · SUITE 350 · SANDY, UT · 84070

Phone

(801) 566-6633

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

HEALTHEQUITY RETIREMENT SERVICES

EIN

82-1222973

City

DRAPER, UT

Phone

(877) 860-2664

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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