Original filing (PDF)20250911051842NAL0000063969001

SAM & LORI ASSOCIATES LLC

Name: SAM & LORI ASSOCIATES LLC — SAM & LORI ASSOCIATES LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SAM & LORI ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

SAM & LORI ASSOCIATES LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 SAM & LORI ASSOCIATES LLC.

Plan sponsor

Name

SAM & LORI ASSOCIATES LLC

EIN

13-4149019

Address

41 EAST MOUNT AIRY ROAD · 18TH FLOOR · CROTON ON HUDSON, NY · 10520

Phone

(646) 486-0303

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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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