How big is Lionheart Solutions, Inc.'s plan?

Lionheart Solutions, Inc.'s plan reported $743K in assets and 2 participants for 2025.

Original filing (PDF)20260427114834NAL0004820947001

Lionheart Solutions, Inc.

Name: Lionheart Solutions, Inc. — Lionheart Solutions, Form 5500 (2025)
Creator: Lionheart Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lionheart Solutions, Inc. 401(k) Plan

401(k) retirement plan · Lionheart Solutions, Inc.'s Lionheart Solutions, Inc. 401(k) Plan held $743K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$743K

Net assets (EOY)

$743K

People on this filing

Phillip Harrison signed Lionheart Solutions, Inc.'s 2025 Form 5500 as plan administrator.

Phillip Harrison — 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

Lionheart Solutions, Inc.'s EIN is 11-3492898.

EIN 11-3492898

Plan number 001

Plan year 2025

ACK ID 20260427114834NAL0004820947001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lionheart Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lionheart Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

LIONHEART SOLUTIONS, INC.

EIN

all filings

Address

227 MAIN ST · COLD SPRING HARBOR, NY · 117241405

Phone

(516) 652-8602

Industry

Professional & Technical Services

Plan administrator