How big is Lesko Financial Services, Inc.'s plan?

Lesko Financial Services, Inc.'s plan reported $3.7M in assets and 22 participants for 2024.

Original filing (PDF)20250612092647NAL0026925168001

Lesko Financial Services, Inc.

Name: Lesko Financial Services, Inc. — Lesko Financial, Form 5500 (2024)
Creator: Lesko Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lesko Financial Services 401(k) Profit Sharing Plan

401(k) retirement plan · Lesko Financial Services, Inc.'s Lesko Financial Services 401(k) Profit Sharing Plan held $3.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Jaime Gilroy signed Lesko Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Jaime Gilroy — 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

Lesko Financial Services, Inc.'s EIN is 16-0875863.

EIN 16-0875863

Plan number 001

Plan year 2024

ACK ID 20250612092647NAL0026925168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lesko Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lesko Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LESKO FINANCIAL SERVICES, INC..

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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