Original filing (PDF)20240517220147NAL0044435393071

T. W. LAYMAN ASSOCIATES

Name: T. W. LAYMAN ASSOCIATES — T.W. LAYMAN ASSOCIATES 401(K) PLAN, Form 5500 (2023)
Creator: T. W. LAYMAN ASSOCIATES

Form 5500-SF

FILING_RECEIVED

T.W. LAYMAN ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$174K

Net assets (EOY)

$174K

Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for T. W. LAYMAN ASSOCIATES.

Plan sponsor

Name

T. W. LAYMAN ASSOCIATES

EIN

95-3979236all filings

Address

20300 VENTURA BLVD · SUITE 250 · WOODLAND HILLS, CA · 91364

Phone

(818) 995-8952

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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