· 2022–2024 · DOL EFAST2

LAKEWOOD TENANTS ORGANIZATION, INC. — LAKEWOOD TENANTS ORGANIZATION, INC. PROFIT SHARING TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250714131748NAL0000711763001

LAKEWOOD TENANTS ORGANIZATION, INC.

Form 5500-SF

FILING_RECEIVED

LAKEWOOD TENANTS ORGANIZATION, INC. PROFIT SHARING TRUST

401(k) retirement plan

Active participants

13

Accounts w/ balance

14

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

84

/ 100

Grade B

Above-average plan

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

44

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKEWOOD TENANTS ORGANIZATION, INC..

Plan sponsor

Name

LAKEWOOD TENANTS ORGANIZATION, INC.

EIN

22-2184416

Address

600 W. KENNEDY BOULEVARD · LAKEWOOD, NJ · 08701

Phone

(732) 367-0660

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

AMERICAN ACADEMY OF OPTOMETRY

AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN

$1.4M · 17 participants

VNA COMMUNITY SERVICES, INC.

VNA COMMUNITY SERVICES, INC. 403(B) RETIREMENT PLAN

$1.4M · 37 participants

AMERICAN RESEARCH INSTITUTE IN TURKEY

AMERICAN RESEARCH INSTITUTE IN TURKEY DEFINED CONTRIBUTION RETIREMENT PLAN, TAX DEFERRED ANNUITY

$1.4M · 3 participants

BEHAVIORAL RESEARCH ASSOCIATES INC.

BEHAVIORAL RESEARCH ASSOCIATES INC. 403B RETIREMENT PLAN

$1.4M · 54 participants