How big is Lifting UP Westchester, Inc.'s plan?

Lifting UP Westchester, Inc.'s plan reported $1.6M in assets and 78 participants for 2024.

Original filing (PDF)20250919090010NAL0002488224001

Lifting UP Westchester, Inc.

Name: Lifting UP Westchester, Inc. — Lifting UP Westcheste, Form 5500 (2024)
Creator: Lifting UP Westchester, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lifting UP Westchester 403(b) Plan

403(b) retirement plan · Lifting UP Westchester, Inc.'s Lifting UP Westchester 403(b) Plan held $1.6M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Lucas Fortner for TRPC signed Lifting UP Westchester, Inc.'s 2024 Form 5500 as plan administrator.

Lucas Fortner for TRPC — 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

Lifting UP Westchester, Inc.'s EIN is 13-3121606.

EIN 13-3121606

Plan number 002

Plan year 2024

ACK ID 20250919090010NAL0002488224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lifting UP Westchester, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lifting UP Westchester, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFTING UP WESTCHESTER, INC..

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Plan health score

Above-average plan

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

Knocking points off