How big is Lester and Company, PC's plan?

Lester and Company, PC's plan reported $547K in assets and 14 participants for 2023.

Original filing (PDF)20241003153642NAL0004982531001

Lester and Company, PC

Name: Lester and Company, PC — Tablespoon LLC 401(k) Plan, Form 5500 (2023)
Creator: Lester and Company, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tablespoon LLC 401(k) Plan

401(k) retirement plan · Lester and Company, PC's Tablespoon LLC 401(k) Plan held $547K in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

People on this filing

Allison Brecher signed Lester and Company, PC's 2023 Form 5500 as plan administrator.

Allison Brecher — 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

Lester and Company, PC's EIN is 20-3881576.

EIN 20-3881576

Plan number 001

Plan year 2023

ACK ID 20241003153642NAL0004982531001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lester and Company, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lester and Company, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LESTER AND COMPANY, PC.

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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