Original filing (PDF)20251003185933NAL0001679185001

HORAN LLOYD A PROFESSIONAL CORPORATION

Name: HORAN LLOYD A PROFESSIONAL CORPORATION — HORAN LLOYD 401(K) PLAN, Form 5500 (2024)
Creator: HORAN LLOYD A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

HORAN LLOYD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 HORAN LLOYD A PROFESSIONAL CORPORATION.

Plan sponsor

Name

HORAN LLOYD A PROFESSIONAL CORPORATION

EIN

94-2223965

Address

665 MUNRAS AVENUE, SUITE 200 · MONTEREY, CA · 93940

Phone

(831) 373-4131

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

2025-10-03

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

2R · Participant-directed brokerage (SDBA)

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

COLE, COLE, EASLEY & SCIBA, PC

COLE, COLE, EASLEY & SCIBA, PC PS & 401(K) PLAN

$4.8M · 18 participants

GENDLER & KELLY, A PROFESSIONAL CORP

GENDLER & KELLY, A PROFESSIONAL CORPORATION 401K PROFIT SHARING PLAN

$4.8M · 8 participants

ASMAR, SCHOR, & MCKENNA, PLLC

ASMAR, SCHOR & MCKENNA 401(K) PROFIT SHARING PLAN

$4.8M · 10 participants

MILLER & STEIERT, P.C.

MILLER & STEIERT, P.C. 401(K) RETIREMENT SAVINGS PLAN

$4.8M · 18 participants

JACK B. SWERLING PROFIT SHARING PLAN