· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ATHORA LAW GROUP, LLC — ATHORA LAW GROUP, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701174410NAL0012874433001
ATHORA LAW GROUP, LLC
Form 5500-SF
FILING_RECEIVED
ATHORA LAW GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$598K
Net assets (EOY)
$598K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ATHORA LAW GROUP, LLC
.
Find decision makers
Plan sponsor
Name
ATHORA LAW GROUP, LLC
EIN
92-1074944
Address
1251 N. EDDY STREET, SUITE 203 · SOUTH BEND, IN · 46617
Phone
(574) 575-4147
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LIFFLANDER AND REICH LLP
LIFFLANDER AND REICH LLP PSP
$598K · 3 participants
PACIFICO & LAWRENCE
PACIFICO & LAWRENCE 401(K) PROFIT SHARING PLAN
$598K · 4 participants
STAPLETON SEGAL COCHRAN LLC
STAPLETON SEGAL COCHRAN LLC 401(K) PLAN
$598K · 6 participants
SUNSHINE ISAACSON AND HECHT LLP
SUNSHINE ISAACSON AND HECHT LLP 401(K) PLAN
$599K · 7 participants
JESSICA DOMINGUEZ IMMIGRATION LAW GROUP, P.C.
LAW OFFICES OF JESSICA DOMINGUEZ 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$599K · 19 participants
JAMES KLEINBAUM
SSB AS PS/KEO FBO JAMES KLEINBAUM
$598K · 4 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants