How big is LISA Laliberte's plan?

LISA Laliberte's plan reported $1.4M in assets and 5 participants for 2025.

Original filing (PDF)20260506122836NAL0003550754001

LISA Laliberte

Name: LISA Laliberte — LISA Laliberte 401(k) Plan, Form 5500 (2025)
Creator: LISA Laliberte
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA Laliberte 401(k) Plan

401(k) retirement plan · LISA Laliberte's LISA Laliberte 401(k) Plan held $1.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

LISA Laliberte signed LISA Laliberte's 2025 Form 5500 as plan administrator.

LISA Laliberte — 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

LISA Laliberte's EIN is 01-0492681.

EIN 01-0492681

Plan number 001

Plan year 2025

ACK ID 20260506122836NAL0003550754001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

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

Plan sponsor

Name

LISA LALIBERTE

EIN

all filings

Address

17 GROVE STREET · LEWISTON, ME · 04240

Phone

(207) 783-3332

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-06

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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