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LEX AMERICA — THE LEX AMERICA, INC. 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250630105453NAL0027324882001
LEX AMERICA
Form 5500-SF
FILING_RECEIVED
THE LEX AMERICA, INC. 403(B) PLAN
403(b) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$421K
Net assets (EOY)
$421K
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
LEX AMERICA
.
Find decision makers
Plan sponsor
Name
LEX AMERICA
EIN
04-2897887
Address
90 SHERMAN STREET · CAMBRIDGE, MA · 02140
Phone
(617) 354-1140
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
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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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.
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