How big is LORD Securities Corporation's plan?

LORD Securities Corporation's plan reported $4.5M in assets and 21 participants for 2023.

Original filing (PDF)20240715113553NAL0000700355001

LORD Securities Corporation

Name: LORD Securities Corporation — LORD Securities 401(k), Form 5500 (2023)
Creator: LORD Securities Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LORD Securities 401(k) Plan

401(k) retirement plan · LORD Securities Corporation's LORD Securities 401(k) Plan held $4.5M in plan assets for 21 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Vanessa Fernandez signed LORD Securities Corporation's 2023 Form 5500 as plan administrator.

Vanessa Fernandez — 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

LORD Securities Corporation's EIN is 13-3238746.

EIN 13-3238746

Plan number 001

Plan year 2023

ACK ID 20240715113553NAL0000700355001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LORD Securities Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LORD Securities Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORD SECURITIES CORPORATION.

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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