How big is LM Advisors LLC's plan?

LM Advisors LLC's plan reported $6.0M in assets and 21 participants for 2024.

Original filing (PDF)20250912131608NAL0000791651001

LM Advisors LLC

Name: LM Advisors LLC — LM Advisors, LLC 401(k) Savings, Form 5500 (2024)
Creator: LM Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LM Advisors, LLC 401(k) Savings Plan

401(k) retirement plan · LM Advisors LLC's LM Advisors, LLC 401(k) Savings Plan held $6.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

LM Advisors LLC's EIN is 27-2442659.

EIN 27-2442659

Plan number 001

Plan year 2024

ACK ID 20250912131608NAL0000791651001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LM Advisors LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LM 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score