How big is Litchfield Advisors Inc.'s plan?

Litchfield Advisors Inc.'s plan reported $9.9M in assets and 9 participants for 2024.

Original filing (PDF)20251002095538NAL0000215171001

Litchfield Advisors Inc.

Name: Litchfield Advisors Inc. — Litchfield Advisors, Form 5500 (2024)
Creator: Litchfield Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Litchfield Advisors Retirement Plan

401(k) retirement plan · Litchfield Advisors Inc.'s Litchfield Advisors Retirement Plan held $9.9M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

People on this filing

Kristi L. Sherin signed Litchfield Advisors Inc.'s 2024 Form 5500 as plan administrator.

Kristi L. Sherin — Plan Administrator — Form 5500 signer
Robert T.E. Lansing — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Litchfield Advisors Inc.'s EIN is 36-3762496.

EIN 36-3762496

Plan number 001

Plan year 2024

ACK ID 20251002095538NAL0000215171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Litchfield Advisors Inc.'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 LITCHFIELD ADVISORS INC.

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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