How big is The Lyman Agency, LLC's plan?

The Lyman Agency, LLC's plan reported $367K in assets and 4 participants for 2024.

Original filing (PDF)20251009161059NAL0011365792001

The Lyman Agency, LLC

Name: The Lyman Agency, LLC — The Lyman Agency, LLC 401(k), Form 5500 (2024)
Creator: The Lyman Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Lyman Agency, LLC 401(k) Plan

401(k) retirement plan · The Lyman Agency, LLC's The Lyman Agency, LLC 401(k) Plan held $367K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$367K

Net assets (EOY)

$367K

People on this filing

James R Lyman signed The Lyman Agency, LLC's 2024 Form 5500 as plan administrator.

James R Lyman — 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

The Lyman Agency, LLC's EIN is 06-1629393.

EIN 06-1629393

Plan number 001

Plan year 2024

ACK ID 20251009161059NAL0011365792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Lyman Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Lyman Agency, LLC's plan includes a default investment (QDIA), 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 THE LYMAN AGENCY, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THE LYMAN AGENCY, LLC

EIN

all filings

Address

6 WAY ROAD SUITE 201 · MIDDLEFIELD, CT · 06455

Phone

(860) 349-7064

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator