How big is Lancaster & Reed LLC's plan?

Lancaster & Reed LLC's plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20250930101130NAL0005432307001

Lancaster & Reed LLC

Name: Lancaster & Reed LLC — Lancaster & Reed LLC 401(k), Form 5500 (2024)
Creator: Lancaster & Reed LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lancaster & Reed LLC 401(k) Plan

401(k) retirement plan · Lancaster & Reed LLC's Lancaster & Reed LLC 401(k) Plan held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Richard Reed signed Lancaster & Reed LLC's 2024 Form 5500 as plan administrator.

Richard Reed — 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

Lancaster & Reed LLC's EIN is 20-0582008.

EIN 20-0582008

Plan number 001

Plan year 2024

ACK ID 20250930101130NAL0005432307001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lancaster & Reed LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LANCASTER & REED 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

LANCASTER & REED LLC

EIN

all filings

Address

50 W MASHTA DRIVE SUITE 6 · KEY BISCAYNE, FL · 33149

Phone

(305) 361-1014

Industry

CPA Offices· Professional & Technical Services

Plan administrator