Back to filter
Original filing (PDF)20260211140114NAL0004523600001
LIPSITZ GREEN SCIME CAMBRIA, LLP
Form 5500
FILING_RECEIVED
LIPSITZ GREEN SCIME CAMBRIA, LLP 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.8 mo
Active participants
129
Accounts w/ balance
163
Plan assets (EOY)
$81.4M
Net assets (EOY)
$81.4M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
89
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIPSITZ GREEN SCIME CAMBRIA, LLP.
Plan sponsor
Name
LIPSITZ GREEN SCIME CAMBRIA, LLP
EIN
16-0905097
Address
42 DELAWARE AVE STE 120 · BUFFALO, NY · 14202
Phone
(716) 844-3535
Industry
Law Offices· 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
2026-02-11
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
LUMSDEN MCCORMICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARBOR CAPITAL MANAGEMENT | 16-1468977 | — | INVESTMENT/FINANCIAL ADVI | $17K | — |
| FL PUTNAM | 01-0403396 | — | INVESTMENT/FINANCIAL ADVI | $17K | — |
Investments
29 direct securities· $80.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $13.4M | 16.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $8.1M | 10.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $7.6M | 9.3% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $7.3M | 9.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $6.3M | 7.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $6.0M | 7.3% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $5.3M | 6.5% | |
| VANGUARD HIGH DIV YIELD INDX | Registered Investment Companies | — | — | $4.4M | 5.4% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $4.2M | 5.2% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $3.7M | 4.5% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $2.5M | 3.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $1.8M | 2.2% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $1.4M | 1.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 1.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 1.6% | |
| PIMCO INV GR CRED BD I | Registered Investment Companies | — | — | $1.3M | 1.6% | |
| FID ADV FLOAT RT HI INC Z | Registered Investment Companies | — | — | $1.2M | 1.5% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $903K | 1.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $626K | 0.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $535K | 0.7% | |
| PARAMETRIC COMMODITY STRAT I | Registered Investment Companies | — | — | $398K | 0.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $324K | 0.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $78K | <0.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $22K | <0.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $19K | <0.1% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $15K | <0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $14K | <0.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $6K | <0.1% |