Original filing (PDF)20250224123103NAL0016322544001

LAMPERT ADVISORS, LLC D/B/A LAMPERT DEBT ADVISORS

Name: LAMPERT ADVISORS, LLC D/B/A LAMPERT DEBT ADVISORS — LAMPERT DEBT ADVISORS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LAMPERT ADVISORS, LLC D/B/A LAMPERT DEBT ADVISORS

Form 5500-SF

FILING_RECEIVED

LAMPERT DEBT ADVISORS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAMPERT ADVISORS, LLC D/B/A LAMPERT DEBT ADVISORS.

Plan sponsor

Name

LAMPERT ADVISORS, LLC D/B/A LAMPERT DEBT ADVISORS

EIN

27-0407806all filings

Address

900 THIRD AVENUE 14TH FLOOR · NEW YORK, NY · 10022

Phone

(914) 282-0915

Industry

Finance & Insurancesee all

Plan administrator