Original filing (PDF)20251014193315NAL0003559809001

R.L. LIPTON DISTRIBUTING COMPANY

Name: R.L. LIPTON DISTRIBUTING COMPANY — R.L. LIPTON DISTRIBUTION COMPANY EMPLOYEES 401(K) PLAN, Form 5500 (2024)
Creator: R.L. LIPTON DISTRIBUTING COMPANY

Form 5500-SF

FILING_RECEIVED

R.L. LIPTON DISTRIBUTION COMPANY EMPLOYEES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.L. LIPTON DISTRIBUTING COMPANY.

Plan sponsor

Name

R.L. LIPTON DISTRIBUTING COMPANY

EIN

34-0978334

Address

9797 SWEET VALLEY DRIVE · VALLEY VIEW, OH · 44125

Phone

(216) 475-4150

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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