How big is Lampert Advisors, LLC d/b/a Lampert DEBT Advisors' plan?

Lampert Advisors, LLC d/b/a Lampert DEBT Advisors' plan reported $471K in assets and 5 participants for 2024.

Original filing (PDF)20250224123103NAL0016322544001

Lampert Advisors, LLC d/b/a Lampert DEBT Advisors

Name: Lampert Advisors, LLC d/b/a Lampert DEBT Advisors — Form 5500 Plan 002 (2024)
Creator: Lampert Advisors, LLC d/b/a Lampert DEBT Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lampert DEBT Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Lampert Advisors, LLC d/b/a Lampert DEBT Advisors' Lampert DEBT Advisors 401(k) Profit Sharing Plan held $471K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

Plan identifiers

Lampert Advisors, LLC d/b/a Lampert DEBT Advisors' EIN is 27-0407806.

EIN 27-0407806

Plan number 002

Plan year 2024

ACK ID 20250224123103NAL0016322544001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lampert Advisors, LLC d/b/a Lampert DEBT Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lampert Advisors, LLC d/b/a Lampert DEBT Advisors' plan includes profit-sharing, a 401(k) feature.

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.

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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