Original filing (PDF)20240814103936NAL0006741699001

LIPPERT/HEILSHORN & ASSOCIATES, INC.

Name: LIPPERT/HEILSHORN & ASSOCIATES, INC. — LIPPERT/HEILSHORN 401(K) & PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LIPPERT/HEILSHORN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

LIPPERT/HEILSHORN 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIPPERT/HEILSHORN & ASSOCIATES, INC..

Plan sponsor

Name