How big is Sam & LORI Associates LLC's plan?

Sam & LORI Associates LLC's plan reported $3.3M in assets and 2 participants for 2024.

Original filing (PDF)20250911051842NAL0000063969001

Sam & LORI Associates LLC

Name: Sam & LORI Associates LLC — Sam & LORI Associates, Form 5500 (2024)
Creator: Sam & LORI Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam & LORI Associates LLC Profit Sharing Plan

401(k) retirement plan · Sam & LORI Associates LLC's Sam & LORI Associates LLC Profit Sharing Plan held $3.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Sam & LORI Associates LLC's EIN is 13-4149019.

EIN 13-4149019

Plan number 001

Plan year 2024

ACK ID 20250911051842NAL0000063969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sam & LORI Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sam & LORI Associates LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAM & LORI ASSOCIATES LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SAM & LORI ASSOCIATES LLC

EIN

all filings

Address

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

Phone

(646) 486-0303

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator