How big is Lake Murray Group's plan?

Lake Murray Group's plan reported $128K in assets and 109 participants for 2022.

Original filing (PDF)20230714120908NAL0023898609001

Lake Murray Group

Name: Lake Murray Group — Lake Murray Group 401(k) Plan, Form 5500 (2022)
Creator: Lake Murray Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lake Murray Group 401(k) Plan

401(k) retirement plan · Lake Murray Group's Lake Murray Group 401(k) Plan held $128K in plan assets for 109 participants in 2022.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

People on this filing

John A. Starr signed Lake Murray Group's 2022 Form 5500 as plan administrator.

John A. Starr — 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

Lake Murray Group's EIN is 26-2006256.

EIN 26-2006256

Plan number 001

Plan year 2022

ACK ID 20230714120908NAL0023898609001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Lake Murray Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Lake Murray Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKE MURRAY GROUP.

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Plan health score

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score