Original filing (PDF)20250411220625NAL0013044707032

JOSEPH LAW PLLC

Name: JOSEPH LAW PLLC — JOSEPH LAW 401(K) PLAN, Form 5500 (2024)
Creator: JOSEPH LAW PLLC

Form 5500-SF

FILING_RECEIVED

JOSEPH LAW 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

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 JOSEPH LAW PLLC.

Plan sponsor

Name

JOSEPH LAW PLLC

EIN

87-1932982

Address

4850 TAMIAMI TRAIL N · SUITE 301 · NAPLES, FL · 34013

Phone

(239) 799-6020

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

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 Law Offices plans

LAW OFFICE OF BENJAMIN KANANI AP

LAW OFFICE OF BENJAMIN KANANI APC

$2K · 6 participants

FISHER LAW FIRM, PLLC

FISHER LAW FIRM, PLLC 401(K) PLAN

MANGANO LAW OFFICES CO LPA

MANGANO LAW OFFICES CO LPA SOCA BENEFIT PLAN

$2K · 5 participants

LAW FIRM OF SEAN MCGUERN LLC

$2K · 1 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.