How big is Lantern Consulting, LLC's plan?

Lantern Consulting, LLC's plan reported $4.7M in assets and 47 participants for 2023.

Original filing (PDF)20241015095747NAL0056897122001

Lantern Consulting, LLC

Name: Lantern Consulting, LLC — Form 5500 (2023)
Creator: Lantern Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Lantern Consulting, LLC held $4.7M in plan assets for 47 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

AMY Beard signed Lantern Consulting, LLC's 2023 Form 5500 as plan administrator.

AMY Beard — 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

Lantern Consulting, LLC's EIN is 01-0708739.

EIN 01-0708739

Plan number 001

Plan year 2023

ACK ID 20241015095747NAL0056897122001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lantern Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lantern Consulting, LLC'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 LANTERN CONSULTING, LLC.

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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

LANTERN CONSULTING, LLC

EIN

all filings

Address

2400 LAKESIDE BLVD · SUITE 600 · RICHARDSON, TX · 75082

Phone

(416) 420-8160

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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