How big is LDS Consulting Group, LLC's plan?

LDS Consulting Group, LLC's plan reported $1.3M in assets and 2 participants for 2025.

Original filing (PDF)20260513191105NAL0006494243001

LDS Consulting Group, LLC

Name: LDS Consulting Group, LLC — LDS Consulting Group, Form 5500 (2025)
Creator: LDS Consulting Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LDS Consulting Group, LLC 401(k) Retirement Plan

401(k) retirement plan · LDS Consulting Group, LLC's LDS Consulting Group, LLC 401(k) Retirement Plan held $1.3M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Lynne Sweet signed LDS Consulting Group, LLC's 2025 Form 5500 as plan administrator.

Lynne Sweet — 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

LDS Consulting Group, LLC's EIN is 04-3544097.

EIN 04-3544097

Plan number 002

Plan year 2025

ACK ID 20260513191105NAL0006494243001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LDS Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LDS Consulting Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LDS CONSULTING GROUP, 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.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

LDS CONSULTING GROUP, LLC

EIN

all filings

Address

170 WORCESTER STREET, SUITE 206 · WELLESLEY, MA · 02481

Phone

(781) 943-3963

Industry

Real Estate

Plan administrator