How big is Sam Lepore Investments LLC's plan?

Sam Lepore Investments LLC's plan reported $275K in assets and 4 participants for 2024.

Original filing (PDF)20251010125558NAL0004259075001

Sam Lepore Investments LLC

Name: Sam Lepore Investments LLC — Sam Lepore Investments, Form 5500 (2024)
Creator: Sam Lepore Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam Lepore Investments LLC Defined Benefit Pension Plan and Trust

Defined-benefit pension plan · Sam Lepore Investments LLC's Sam Lepore Investments LLC Defined Benefit Pension Plan and Trust held $275K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$275K

Net assets (EOY)

$275K

People on this filing

Samuel N. Lepore signed Sam Lepore Investments LLC's 2024 Form 5500 as plan administrator.

Samuel N. Lepore — 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

Sam Lepore Investments LLC's EIN is 20-4537594.

EIN 20-4537594

Plan number 002

Plan year 2024

ACK ID 20251010125558NAL0004259075001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sam Lepore Investments LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAM LEPORE INVESTMENTS 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off