How big is Lanier Asset Management, LLC's plan?

Lanier Asset Management, LLC's plan reported $374K in assets and 2 participants for 2025.

Original filing (PDF)20260424094011NAL0003110707001

Lanier Asset Management, LLC

Name: Lanier Asset Management, LLC — Lanier Asset, Form 5500 (2025)
Creator: Lanier Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lanier Asset Management LLC 401(k) Plan

401(k) retirement plan · Lanier Asset Management, LLC's Lanier Asset Management LLC 401(k) Plan held $374K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$374K

Net assets (EOY)

$374K

People on this filing

Mark Hoffman signed Lanier Asset Management, LLC's 2025 Form 5500 as plan administrator.

Mark Hoffman — 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

Lanier Asset Management, LLC's EIN is 27-0476859.

EIN 27-0476859

Plan number 001

Plan year 2025

ACK ID 20260424094011NAL0003110707001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lanier Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lanier Asset Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LANIER ASSET MANAGEMENT, 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