How big is Lansberg Gersick Advisors' plan?

Lansberg Gersick Advisors' plan reported $792K in assets and 2 participants for 2024.

Original filing (PDF)20250521082800NAL0006456834001

Lansberg Gersick Advisors

Name: Lansberg Gersick Advisors — Lansberg, Gersick &, Form 5500 (2024)
Creator: Lansberg Gersick Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lansberg, Gersick & Associates, LLC 401(k) Profit Sharing Plan

Defined-contribution retirement plan · Lansberg Gersick Advisors' Lansberg, Gersick & Associates, LLC 401(k) Profit Sharing Plan held $792K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$792K

Net assets (EOY)

$792K

People on this filing

Ivan Lansberg signed Lansberg Gersick Advisors' 2024 Form 5500 as plan administrator.

Ivan Lansberg — 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

Lansberg Gersick Advisors' EIN is 06-1487287.

EIN 06-1487287

Plan number 002

Plan year 2024

ACK ID 20250521082800NAL0006456834001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lansberg Gersick Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lansberg Gersick Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, 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 LANSBERG GERSICK ADVISORS.

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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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

LANSBERG GERSICK ADVISORS

EIN

all filings

Address

163 CEDAR STREET, SUITE 2B · BRANFORD, CT · 06405

Phone

(203) 497-8855

Industry

Professional & Technical Services

Plan administrator