Original filing (PDF)20250722095041NAL0002854176001

LORD GURMAN & LEWIS LLC

Name: LORD GURMAN & LEWIS LLC — PLAN ID 10248862 - LGL 401K, Form 5500 (2024)
Creator: LORD GURMAN & LEWIS LLC

Form 5500-SF

FILING_RECEIVED

PLAN ID 10248862 - LGL 401K

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORD GURMAN & LEWIS LLC.

Plan sponsor

Name

LORD GURMAN & LEWIS LLC

DBA

LORD GURMAN & LEWIS LLC

EIN

02-0634806

Address

5030 BROADWAY STE 672 · NEW YORK, NY · 100341612

Phone

(646) 258-2476

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

3B · Covers self-employed individuals

2J · 401(k) feature

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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