Back to filter
Original filing (PDF)20250624122622NAL0007245169001
LAMBERTS OF CAPE COD
Form 5500-SF
FILING_RECEIVED
LAMBERTS 401K PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$966K
Net assets (EOY)
$966K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAMBERTS OF CAPE COD.
Plan sponsor
Name
LAMBERTS OF CAPE COD
EIN
20-4805486
Address
271 COTUIT RD · SANDWICH, MA · 02563
Phone
(508) 776-4157
Industry
Retail Tradesee all
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
2025-06-24
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
THE PEACH TRUCK, LLC
THE PEACH TRUCK 401(K) PLAN
$967K · 19 participants
TONY MACHI FRUITS AND VEGETABLES, INC.
TONY MACHI FRUITS AND VEGETABLES 401(K)
$953K · 38 participants
BROWNS ORCHARDS & FARM MARKET, INC.
BROWN'S ORCHARDS & FARM MARKET, INC. 401(K) PLAN
$947K · 44 participants
POOR PAUL'S PRODUCE, INC.
POOR PAUL'S PRODUCE 401(K) PLAN
$935K · 9 participants
JW LOPES LLC
JW LOPES LLC 401(K) PLAN
$929K · 22 participants
COOSEMANS BOSTON INC
COOSEMANS BOSTON INC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 9 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
