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

Lebenthal Financial Services, Inc.'s plan reported $2.7M in assets and 8 participants for 2024.

Original filing (PDF)20250826152406NAL0008833105001

Lebenthal Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Lebenthal Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Lebenthal Financial Services, Inc.'s Lebenthal Financial Services, Inc. 401(k) Plan held $2.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Lebenthal Financial Services, Inc.'s EIN is 20-3156765.

EIN 20-3156765

Plan number 001

Plan year 2024

ACK ID 20250826152406NAL0008833105001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lebenthal 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 LEBENTHAL 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