How big is LMCG Investments, LLC's plan?

LMCG Investments, LLC's plan reported $24.2M in assets and 45 participants for 2024.

Original filing (PDF)20251010070519NAL0007304353001

LMCG Investments, LLC

Name: LMCG Investments, LLC — LMCG Investments 401(k) Plan, Form 5500 (2024)
Creator: LMCG Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LMCG Investments 401(k) Plan

401(k) retirement plan · LMCG Investments, LLC's LMCG Investments 401(k) Plan held $24.2M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.2M

Net assets (EOY)

$24.2M

People on this filing

Colleen PINK signed LMCG Investments, LLC's 2024 Form 5500 as plan administrator.

Colleen PINK — 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

LMCG Investments, LLC's EIN is 27-0282607.

EIN 27-0282607

Plan number 003

Plan year 2024

ACK ID 20251010070519NAL0007304353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LMCG Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LMCG Investments, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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