Original filing (PDF)20250716123516NAL0003132257001

MEDLEN & CARROLL, LLP

Name: MEDLEN & CARROLL, LLP — MEDLEN & CARROLL, LLP PROFIT SHARING/401K PLAN, Form 5500 (2024)
Creator: MEDLEN & CARROLL, LLP

Form 5500-SF

FILING_RECEIVED

MEDLEN & CARROLL, LLP PROFIT SHARING/401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

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 MEDLEN & CARROLL, LLP.

Plan sponsor

Name

MEDLEN & CARROLL, LLP

EIN

94-3151433

Address

100 GRANDVIEW ROAD, STE 403 · BRAINTREE, MA · 02184

Phone

(510) 788-8781

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

2025-07-16

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

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ANTIGNANI & MARESCA, PC

ANTIGNANI & MARESCA, PC 401(K) PLAN

$6.0M · 5 participants

JUSTIN O'TOOLE LUCEY, P.A.

JUSTIN O'TOOLE LUCEY, P. A. 401(K) PROFIT SHARING PLAN

$6.0M · 16 participants

DAVISON EASTMAN MUNOZ PAONE, P.A

DAVISON EASTMAN MUNOZ PAONE, P.A. 401(K) PLAN

$6.0M · 39 participants

CARY, WELCH, HICKMAN & HAWK, LLC

CARY, WELCH, HICKMAN & HAWK, LLC 401K PROFIT SHARING PLAN AND TRUST

$6.0M · 4 participants

BARKER, CASTRO & STEINBACK LLC