How big is Lerner David LLP's plan?

Lerner David LLP's plan reported $62.1M in assets and 104 participants for 2024.

Original filing (PDF)20251014105517NAL0005560866001

Lerner David LLP

Name: Lerner David LLP — Lerner David Retirement Plan, Form 5500 (2024)
Creator: Lerner David LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lerner David Retirement Plan

401(k) retirement plan · Lerner David LLP's Lerner David Retirement Plan held $62.1M in plan assets for 104 participants in 2024, with Voya as recordkeeper.

Signals · 2

100% in single holdingHigh average account balance

Active participants

104

Accounts w/ balance

161

Plan assets (EOY)

$62.1M

Net assets (EOY)

$62.1M

People on this filing

Keith Gilman signed Lerner David LLP's 2024 Form 5500 as plan administrator.

Keith Gilman — 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

Lerner David LLP's EIN is 22-2269956.

EIN 22-2269956

Plan number 001

Plan year 2024

ACK ID 20251014105517NAL0005560866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lerner David LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lerner David LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LERNER DAVID LLP.

Finding similar companies…

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score