How big is Lerner David LLP's plan?

Lerner David LLP's plan reported $191K in assets and 19 participants for 2024.

Original filing (PDF)20251014110202NAL0005534674001

Lerner David LLP

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

Form 5500-SF

FILING_RECEIVED

Lerner David LLP Retirement Plan 2

401(k) retirement plan · Lerner David LLP's Lerner David LLP Retirement Plan 2 held $191K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$191K

Net assets (EOY)

$191K

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 006

Plan year 2024

ACK ID 20251014110202NAL0005534674001

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…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off