How big is Lebel & Harriman's plan?

Lebel & Harriman's plan reported $10.1M in assets and 20 participants for 2025.

Original filing (PDF)20260415062139NAL0034089138001

Lebel & Harriman

Name: Lebel & Harriman — Lebel & Harriman 401(k) Savings, Form 5500 (2025)
Creator: Lebel & Harriman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lebel & Harriman 401(k) Savings Plan

401(k) retirement plan · Lebel & Harriman's Lebel & Harriman 401(k) Savings Plan held $10.1M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

People on this filing

Mark Charest signed Lebel & Harriman's 2025 Form 5500 as plan administrator.

Mark Charest — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lebel & Harriman's EIN is 01-0386567.

EIN 01-0386567

Plan number 001

Plan year 2025

ACK ID 20260415062139NAL0034089138001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lebel & Harriman from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lebel & Harriman's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEBEL & HARRIMAN.

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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