How big is Lydon Financial Advisors, LLC's plan?

Lydon Financial Advisors, LLC's plan reported $2.8M in assets and 14 participants for 2024.

Original filing (PDF)20250930160901NAL0005582323001

Lydon Financial Advisors, LLC

Name: Lydon Financial Advisors, LLC — Lydon Financial, Form 5500 (2024)
Creator: Lydon Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lydon Financial Advisors Cash Balance Plan

Defined-benefit pension plan · Lydon Financial Advisors, LLC's Lydon Financial Advisors Cash Balance Plan held $2.8M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Thomas Lydon signed Lydon Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Thomas Lydon — 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

Lydon Financial Advisors, LLC's EIN is 27-0318452.

EIN 27-0318452

Plan number 001

Plan year 2024

ACK ID 20250930160901NAL0005582323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lydon Financial Advisors, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LYDON FINANCIAL ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score