How big is Lumsden & McCormick, LLP's plan?

Lumsden & McCormick, LLP's plan reported $55.6M in assets and 132 participants for 2024.

Original filing (PDF)20250723124436NAL0002021251001

Lumsden & McCormick, LLP

Name: Lumsden & McCormick, LLP — Lumsden & McCormick, LLP, Form 5500 (2024)
Creator: Lumsden & McCormick, LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lumsden & McCormick, LLP 401(k) Plan

401(k) retirement plan · Lumsden & McCormick, LLP's Lumsden & McCormick, LLP 401(k) Plan held $55.6M in plan assets for 132 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

132

Accounts w/ balance

167

Plan assets (EOY)

$55.6M

Net assets (EOY)

$55.6M

People on this filing

Stephanie Wilkinson signed Lumsden & McCormick, LLP's 2024 Form 5500 as plan administrator.

Stephanie Wilkinson — 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

Lumsden & McCormick, LLP's EIN is 16-0765486.

EIN 16-0765486

Plan number 001

Plan year 2024

ACK ID 20250723124436NAL0002021251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lumsden & McCormick, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lumsden & McCormick, LLP'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 LUMSDEN & MCCORMICK, LLP.

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (94th percentile).
High average account balance (93rd percentile).

Plan sponsor

Name

LUMSDEN & MCCORMICK, LLP

EIN

all filings

Address

CYCLORAMA BUILDING, 369 FRANKLIN ST · BUFFALO, NY · 14202

Phone

(716) 856-3300

Industry

CPA Offices· Professional & Technical Services

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

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$725	—

Investments

39 direct securities· $54.5M(98% of reported assets)

Other securities

$25.9M

13 holdings

Mutual Funds

$15.7M

18 holdings

Common Collective Trusts

$7.6M

5 holdings

Common Stocks

$4.1M

1 holding

U.S. Treasuries

$706K

1 holding

Bonds / Notes

$572K

1 holding

					% of plan
TRP CAP APPRECIATION Mutual Fund -	Other securities	—	—	$7.0M	12.5%
TRP GROWTH STOCK Mutual Fund -	Other securities	—	—	$6.0M	10.8%
FIRST EAGLE GLBL I Mutual Fund -	Other securities	—	—	$4.7M	8.5%
FID CONTRAFUND Mutual Fund -	Mutual Funds	—	—	$4.4M	7.8%
VANG EQUITY INC ADM Mutual Fund -	Common Stocks	—	—	$4.1M	7.3%
FID GOV CASH RESERVE Money Market Fund -	Mutual Funds	—	—	$2.9M	5.2%
VANG SMCP GR IDX ADM Mutual Fund -	Common Collective Trusts	—	—	$2.6M	4.7%
AMG GW&K SM CP VAL N Mutual Fund -	Other securities	—	—	$2.1M	3.8%
VANG SM CAP IDX ADM Mutual Fund -	Common Collective Trusts	—	—	$1.9M	3.5%
VANG 500 INDEX ADM Mutual Fund -	Common Collective Trusts	—	—	$1.7M	3.1%
VANG SELECTED VALUE Mutual Fund -	Other securities	—	—	$1.7M	3.1%
MFS INTL INTR VAL R4 Mutual Fund - $	Mutual Funds	—	—	$1.7M	3.1%
FID LOW PRICED STK Mutual Fund -	Mutual Funds	—	—	$1.5M	2.7%
PIM TOTAL RT INST Mutual Fund -	Other securities	—	—	$1.3M	2.4%
VANGUARD ENERGY ADM Mutual Fund -	Mutual Funds	—	—	$952K	1.7%
FID FREEDOM 2060 K6 Mutual Fund -	Mutual Funds	—	—	$915K	1.6%
VAN REAL EST IDX ADM Mutual Fund -	Common Collective Trusts	—	—	$736K	1.3%
GABELLI SMCPGRTH AAA Mutual Fund -	Other securities	—	—	$724K	1.3%
VANG ST BOND IDX ADM Mutual Fund -	U.S. Treasuries	—	—	$706K	1.3%
FID FREEDOM 2055 K6 Mutual Fund -	Mutual Funds	—	—	$701K	1.3%
INVS DEVELOP MKT Y Mutual Fund -	Other securities	—	—	$688K	1.2%
COHEN & STEERS RLTY Mutual Fund -	Other securities	—	—	$624K	1.1%
INVS SR FLTG RT Y Mutual Fund -	Bonds / Notes	—	—	$572K	1.0%
VANG MIDCAP IDX ADM Mutual Fund -	Common Collective Trusts	—	—	$565K	1.0%
FID FREEDOM 2050 K6 Mutual Fund -	Mutual Funds	—	—	$554K	1.0%
FID FREEDOM 2035 K6 Mutual Fund -	Mutual Funds	—	—	$538K	1.0%
FID FREEDOM 2025 K6 Mutual Fund -	Mutual Funds	—	—	$515K	0.9%
FID FREEDOM 2065 K6 Mutual Fund -	Mutual Funds	—	—	$437K	0.8%
FID FREEDOM 2040 K6 Mutual Fund -	Mutual Funds	—	—	$372K	0.7%
OAKMARK FUND INV Mutual Fund -	Other securities	—	—	$344K	0.6%
I O INTL GROWTH Y Mutual Fund -	Other securities	—	—	$261K	0.5%
BARON GROWTH Mutual Fund -	Other securities	—	—	$234K	0.4%
FID FREEDOM 2045 K6 Mutual Fund -	Mutual Funds	—	—	$147K	0.3%
VANG INFL PROT ADM Mutual Fund -	Other securities	—	—	$142K	0.3%
FID FREEDOM 2030 K6 Mutual Fund -	Mutual Funds	—	—	$47K	<0.1%
FID FREEDOM INC K6 Mutual Fund -	Mutual Funds	—	—	$46K	<0.1%
FID SEL MATERIALS Mutual Fund -	Mutual Funds	—	—	$19K	<0.1%
FID FREEDOM 2020 K6 Mutual Fund -	Mutual Funds	—	—	$4K	<0.1%
FID FREEDOM 2015 K6 Mutual Fund -	Mutual Funds	—	—	$2K	<0.1%