· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LIPTON, INC. — LIPTON, INC. 401(K) SALARY DEFERRAL PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250613062429NAL0050727634001
LIPTON, INC.
Form 5500-SF
FILING_RECEIVED
LIPTON, INC. 401(K) SALARY DEFERRAL PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
41
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LIPTON, INC.
.
Find decision makers
Plan sponsor
Name
LIPTON, INC.
EIN
04-2482756
Address
PO BOX 1149 · PITTSFIELD, MA · 01202
Phone
(413) 443-9191
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-13
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
SSG CORPORATION
SSG CORPORATION 401(K) PROFIT SHARING PLAN
$3.6M · 7 participants
WALLACE OIL COMPANY
WALLACE OIL COMPANY 401(K) AND PROFIT SHARING PLAN
$3.6M · 18 participants
HOVDEN OIL, INC.
THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES
$3.6M · 22 participants
PLAZA TOWING, INC.
PLAZA TOWING, INC. 401(K) PROFIT SHARING PLAN
$3.5M · 15 participants
MARLETTE OIL & GAS COMPANY
MARLETTE OIL & GAS COMPANY 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.5M · 73 participants
LUND OIL, INC.
LUND OIL, INC. 401(K) P/S PLAN
$3.6M · 45 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
