Form 5500 Search

DAVID LERNER ASSOCIATES, INC.

EIN 11-2374466SYOSSET, NY

DAVID LERNER ASSOCIATES, INC. (EIN 11-2374466) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $59.1M in plan assets and 338 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
2
Participants
338
Total assets
$59.1M
A DAVID LERNER ASSOCIATES, INC. employee? See the DAVID LERNER ASSOCIATES, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 11-2374466

Form 5500 search →
PlanPlan #ParticipantsAssets
DAVID LERNER ASSOCIATES, INC. 401K PLAN001163$59.1M
DAVID LERNER ASSOCIATES INC EMPLOYEE BENEFITS PLAN501175$0

Service providers reported by DAVID LERNER ASSOCIATES, INC.

CITRIN COOPERMAN & LLPTRANSAMERICA RETIREMENT SOLUTIONSMID ATLANTIC CAPITALNATIONAL FINANCIAL SERVICES

Providers are read from the Schedule C service-provider disclosures across this employer’s filings.

About this EIN

11-2374466 is the Employer Identification Number (EIN) DAVID LERNER ASSOCIATES, INC. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?