· 2022–2024 · DOL EFAST2

LASSER SUSSMAN ASSOCIATES, LLC — LASSER SUSSMAN ASSOCIATES, LLC PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20260302130611NAL0001034353001

LASSER SUSSMAN ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

LASSER SUSSMAN ASSOCIATES, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$588K

Net assets (EOY)

$588K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LASSER SUSSMAN ASSOCIATES, LLC.

Plan sponsor

Name

LASSER SUSSMAN ASSOCIATES, LLC

EIN

22-3624767all filings

Address

469 MORRIS AVENUE · SUMMIT, NJ · 07901

Phone

(973) 535-9600

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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 Real Estate plans

BOLINGER APPRAISAL LLC

BOLINGER APPRAISAL LLC 401(K) PLAN

$589K · 23 participants

LINCOLN HOLDCO, LLC

LINCOLN HOLDCO, LLC 401(K) PLAN

$586K · 14 participants

PAGE PROPERTY CONSULTING, LLC

PAGE PROPERTY CONSULTING RETIREMENT PLAN

$594K · 2 participants

REED & ASSOCIATES, INC.

REED & ASSOCIATES, INC. 401(K) PLAN

$597K · 5 participants

UNITED VALUATION GROUP, LLC.

UNITED VALUATION GROUP, LLC. 401(K) PLAN

$598K · 20 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.