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LAKERIDGE TAX DISTRICT — LAKERIDGE TAX DISTRICT PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260121091834NAL0004167937001
LAKERIDGE TAX DISTRICT
Form 5500-SF
FILING_RECEIVED
LAKERIDGE TAX DISTRICT PROFIT SHARING PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
20
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
LAKERIDGE TAX DISTRICT
.
Find decision makers
Plan sponsor
Name
LAKERIDGE TAX DISTRICT
EIN
06-1122584
Address
811 BURR MOUNTAIN · TORRINGTON, CT · 067902205
Phone
(860) 482-9401
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
2024-07-01
Tax period
2025-06-30
Filed
2026-01-21
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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RISE AGAINST HUNGER, INC.
RISE AGAINST HUNGER-MIDATLANTIC REGION-403(B) EMPLOYEES RETIREMENT PLAN
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ADULT CONGENITAL HEART ASSOCIA
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
403(B) THRIFT PLAN FOR EMPLOYEES OF ADULT CONGENITAL HEART ASSOCIATION, INC.
$1.7M · 12 participants
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Large plans in Connecticut
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RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
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$41.6B · 33,534 participants
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$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
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