Original filing (PDF)20251002111219NAL0000586592001

LAKERIDGE CIRCLE ASSOCIATES, LLC

Name: LAKERIDGE CIRCLE ASSOCIATES, LLC — LAKERIDGE CIRCLE ASSOCIATES, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: LAKERIDGE CIRCLE ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

LAKERIDGE CIRCLE ASSOCIATES, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKERIDGE CIRCLE ASSOCIATES, LLC.

Plan sponsor

Name

LAKERIDGE CIRCLE ASSOCIATES, LLC

EIN

20-8691620

Address

2419 RIVERSIDE TERRACE · MANASQUAN, NJ · 08736

Phone

(732) 359-7203

Industry

Information / Tech / Mediasee 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

2025-10-02

Pension benefit codes

1C · Cash balance or similar hybrid DB

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 providers

Related plans

Similar-size Information / Tech / Media plans

THE MAYNARD GROUP

THE MAYNARD GROUP 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 30 participants

IT ACCELERATION, INC.

IT ACCELERATION 401(K) PLAN

$1.2M · 7 participants

TRANSWAVE COMMUNICATIONS SYSTEMS, INC.

TRANSWAVE COMMUNICATIONS SYSTEMS, INC. 401(K) PLAN

$1.2M · 19 participants

BEDROCK TECHNOLOGY PARTNERS, LLC

BEDROCK TECHNOLOGY PARTNERS, LLC 401(K) PLAN

$1.2M · 3 participants

SAGAX MEDIA, LLC

SAGAX MEDIA 401(K) PLAN