Original filing (PDF)20241118093743NAL0001906304001

LANCE & IVY LTD

Name: LANCE & IVY LTD — LANCE & IVY LTD 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: LANCE & IVY LTD

Form 5500-SF

FILING_RECEIVED

LANCE & IVY LTD 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANCE & IVY LTD.

Plan sponsor

Name

LANCE & IVY LTD

EIN

13-3268550

Address

123 W BROADWAY · NEW YORK, NY · 100133824

Phone

(917) 494-2119

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-22

Filed

2024-11-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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