How big is Lumen Patent Firm's plan?

Lumen Patent Firm's plan reported $3.7M in assets and 4 participants for 2024.

Original filing (PDF)20250718165017NAL0002196865001

Lumen Patent Firm

Name: Lumen Patent Firm — Lumen 401(k) Plan, Form 5500 (2024)
Creator: Lumen Patent Firm
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lumen 401(k) Plan

401(k) retirement plan · Lumen Patent Firm's Lumen 401(k) Plan held $3.7M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

RON Jacobs signed Lumen Patent Firm's 2024 Form 5500 as plan administrator.

RON Jacobs — 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

Lumen Patent Firm's EIN is 26-3243577.

EIN 26-3243577

Plan number 001

Plan year 2024

ACK ID 20250718165017NAL0002196865001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lumen Patent Firm from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lumen Patent Firm's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUMEN PATENT FIRM.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

LUMEN PATENT FIRM

EIN

all filings

Address

555 BRYANT STREET, UNIT 222 · PALO ALTO, CA · 94301

Phone

(650) 424-0100

Industry

Professional & Technical Services

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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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