Original filing (PDF)20250326091435NAL0023846512001

THE LAMBOS FIRM, LLP

Name: THE LAMBOS FIRM, LLP — THE LAMBOS FIRM RETIREMENT PLAN, Form 5500 (2024)
Creator: THE LAMBOS FIRM, LLP

Form 5500-SF

FILING_RECEIVED

THE LAMBOS FIRM RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.7M

Net assets (EOY)

$15.7M

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 THE LAMBOS FIRM, LLP.

Plan sponsor

Name

THE LAMBOS FIRM, LLP

EIN

13-3864093

Address

303 SOUTH BROADWAY - SUITE 410 · TARRYTOWN, NY · 10591

Phone

(212) 381-9700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

022

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Law Offices plans

ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C.

ROBERTS MARKEL WEINBURG BUTLER HAILEY P.C. 401(K) PLAN

$15.7M · 122 participants

FARACI LANGE, LLP

FARACI LANGE, LLP 401K PLAN

$15.7M · 25 participants

GOODWIN & GOODWIN, LLP

GOODWIN & GOODWIN, LLP 401(K) PROFIT SHARING PLAN

$15.7M · 24 participants

JAMESON PEPPLE CANTU PLLC

JAMESON PEPPLE CANTU PLLC 401(K) PROFIT SHARING PLAN

$15.7M · 25 participants

KENNERLY, LAMISHAW & ROSSI, LLP

KENNERLY, LAMISHAW & ROSSI, LLP 401(K) PROFIT SHARING PLAN