Original filing (PDF)20250702133006NAL0013740641001

LOMBARD MILES PLLC

Name: LOMBARD MILES PLLC — LOMBARD MILES PLLC 401(K) PLAN, Form 5500 (2024)
Creator: LOMBARD MILES PLLC

Form 5500-SF

FILING_RECEIVED

LOMBARD MILES PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 LOMBARD MILES PLLC.

Plan sponsor

Name

LOMBARD MILES PLLC

EIN

92-1625560

Address

215 S. MONROE STREET, SUITE 300 · TALLAHASSEE, FL · 32301

Phone

(850) 567-7511

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-02

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

DEBEVOISE & POULTON PA

DEBEVOISE & POULTON PA 401(K) PLAN

$2.0M · 13 participants

NICKELSPORN & LUNDIN P.C.

NICKELSPORN & LUNDIN P.C. 401K PROFIT SHARING PLAN

$2.0M · 8 participants

FULLER, WILLIAMSON, NELSON & PREHEIM, LLP

FULLER WILLIAMSON NELSON & PREHEIM LLP 401K

$2.0M · 16 participants

RIFKIN & FOX-ISICOFF, P.A.

RIFKIN & FOX-ISICOFF, PA 401(K) PLAN

$2.0M · 12 participants

UDELL WANG LLP

UDELL WANG LLP 401(K) AND PROFIT SHARING PLAN