How big is Lockwood-Moore, Inc.'s plan?

Lockwood-Moore, Inc.'s plan reported $74K in assets and 23 participants for 2024.

Original filing (PDF)20251009160447NAL0007274337001

Lockwood-Moore, Inc.

Name: Lockwood-Moore, Inc. — Lockwood-Moore, Inc. 401(k) &, Form 5500 (2024)
Creator: Lockwood-Moore, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lockwood-Moore, Inc. 401(k) & PS Plan

401(k) retirement plan · Lockwood-Moore, Inc.'s Lockwood-Moore, Inc. 401(k) & PS Plan held $74K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

People on this filing

Richard Tatum signed Lockwood-Moore, Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Lockwood-Moore, Inc.'s EIN is 88-0125405.

EIN 88-0125405

Plan number 001

Plan year 2024

ACK ID 20251009160447NAL0007274337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lockwood-Moore, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lockwood-Moore, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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