How big is Lerner & Holmes PC's plan?

Lerner & Holmes PC's plan reported $2.7M in assets and 7 participants for 2024.

Original filing (PDF)20250822154335NAL0009419744001

Lerner & Holmes PC

Name: Lerner & Holmes PC — Lerner & Holmes, PC 401(k) Plan, Form 5500 (2024)
Creator: Lerner & Holmes PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lerner & Holmes, PC 401(k) Plan

401(k) retirement plan · Lerner & Holmes PC's Lerner & Holmes, PC 401(k) Plan held $2.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Erynn Otsuki signed Lerner & Holmes PC's 2024 Form 5500 as plan administrator.

Erynn Otsuki — 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

Lerner & Holmes PC's EIN is 04-3407552.

EIN 04-3407552

Plan number 002

Plan year 2024

ACK ID 20250822154335NAL0009419744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lerner & Holmes PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lerner & Holmes PC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LERNER & HOLMES PC.

Finding similar companies…

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

LERNER & HOLMES PC

EIN

all filings

Address

260 FRANKLIN ST STE 1900 · BOSTON, MA · 021103115

Phone

(617) 443-9470

Industry

Law Offices· Professional & Technical Services

Plan administrator