Original filing (PDF)20250714125658NAL0001738896001

LCL EQUITIES, LLC

Name: LCL EQUITIES, LLC — LCL EQUITIES 401(K) PLAN, Form 5500 (2024)
Creator: LCL EQUITIES, LLC

Form 5500-SF

FILING_RECEIVED

LCL EQUITIES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 LCL EQUITIES, LLC.

Plan sponsor

Name

LCL EQUITIES, LLC

EIN

22-2374382

Address

199 BALDWIN ROAD · SUITE 140 · PARSIPPANY, NJ · 07054

Phone

(973) 331-0004

Industry

Real Estatesee 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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 Real Estate plans

2023, LLC

2023, LLC 401(K) PLAN

$199K · 3 participants

THE CRESS GROUP, LLC

ASPIRE 401(K) PLAN FOR THE CRESS GROUP, LLC

$199K · 16 participants

RKAK REALTY & PROPERTY MANAGEMENT, INC.

RKAK REALTY & PROPERTY MANAGEMENT, INC. 401(K) PLAN

$198K · 5 participants

L34 GROUP, INC.

L34 GROUP, INC. 401(K) PLAN

$198K · 3 participants

RON ASHLEY

RON ASHLEY 401(K) PROFIT SHARING PLAN & TRUST

$200K · 163 participants