Original filing (PDF)20250613074916NAL0017689809001

SHAYNE LESTER, CFP DBA PARTNERS IN PLANNING FINANCIAL SERVICES

Name: SHAYNE LESTER, CFP DBA PARTNERS IN PLANNING FINANCIAL SERVICES — SHAYNE LESTER, CFP SAFE HARBOR 401(K) PLAN, Form 5500 (2024)
Creator: SHAYNE LESTER, CFP DBA PARTNERS IN PLANNING FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

SHAYNE LESTER, CFP SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$403K

Net assets (EOY)

$403K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAYNE LESTER, CFP DBA PARTNERS IN PLANNING FINANCIAL SERVICES.

Plan sponsor

Name

SHAYNE LESTER, CFP DBA PARTNERS IN PLANNING FINANCIAL SERVICES

EIN

20-0477448all filings

Address

3940 TECUMSEH ROAD - SUITE 100 · NORMAN, OK · 73072

Phone

(405) 310-2269

Industry

Finance & Insurancesee all

Plan administrator