How big is LISA a BUBB's plan?

LISA a BUBB's plan reported $627K in assets and 1 participants for 2024.

Original filing (PDF)20250716110200NAL0006738642001

LISA a BUBB

Name: LISA a BUBB — LISA a BUBB ROTH Individual (K) QRP, Form 5500 (2024)
Creator: LISA a BUBB
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA a BUBB ROTH Individual (K) QRP

401(k) retirement plan · LISA a BUBB's LISA a BUBB ROTH Individual (K) QRP held $627K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$627K

Net assets (EOY)

$627K

People on this filing

Kerry BUBB signed LISA a BUBB's 2024 Form 5500 as plan administrator.

Kerry BUBB — 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

LISA a BUBB's EIN is 06-1433040.

EIN 06-1433040

Plan number 001

Plan year 2024

ACK ID 20250716110200NAL0006738642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA a BUBB from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA a BUBB's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA A BUBB.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score