How big is Lisle Financial Group LLC's plan?

Lisle Financial Group LLC's plan reported $51K in assets and 5 participants for 2025.

Original filing (PDF)20260504221111NAL0000577458089

Lisle Financial Group LLC

Name: Lisle Financial Group LLC — Lisle Financial Group, Form 5500 (2025)
Creator: Lisle Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lisle Financial Group LLC 401(k) Plan

401(k) retirement plan · Lisle Financial Group LLC's Lisle Financial Group LLC 401(k) Plan held $51K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

Plan identifiers

Lisle Financial Group LLC's EIN is 27-3605294.

EIN 27-3605294

Plan number 002

Plan year 2025

ACK ID 20260504221111NAL0000577458089

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lisle Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lisle Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISLE FINANCIAL GROUP LLC.

Finding similar companies…

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