How big is Lyons Group LLC's plan?

Lyons Group LLC's plan reported $207K in assets and 3 participants for 2024.

Original filing (PDF)20250724051922NAL0004207729001

Lyons Group LLC

Name: Lyons Group LLC — Lyons Group LLC 401 (K), Form 5500 (2024)
Creator: Lyons Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lyons Group LLC 401 (K)

401(k) retirement plan · Lyons Group LLC's Lyons Group LLC 401 (K) held $207K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$207K

Net assets (EOY)

$207K

People on this filing

Robert Lyons signed Lyons Group LLC's 2024 Form 5500 as plan administrator.

Robert Lyons — 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

Lyons Group LLC's EIN is 20-3005591.

EIN 20-3005591

Plan number 001

Plan year 2024

ACK ID 20250724051922NAL0004207729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lyons Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (88th percentile).

Plan sponsor

Name

LYONS GROUP LLC

EIN

all filings

Address

3509 PELHAM ROAD · GREENVILLE, SC · 29615

Phone

(864) 590-3476

Industry

Real Estate

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

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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