Original filing (PDF)20250718100836NAL0000703923001

LAMBERT AND ASSOCIATES LLC

Name: LAMBERT AND ASSOCIATES LLC — LAMBERT AND ASSOCIATES LLC 401(K) PLAN, Form 5500 (2024)
Creator: LAMBERT AND ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

LAMBERT AND ASSOCIATES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

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 LAMBERT AND ASSOCIATES LLC.

Plan sponsor

Name

LAMBERT AND ASSOCIATES LLC

EIN

36-4855863

Address

885 WOODSTOCK ROAD SUITE 430-243 · ROSWELL, GA · 30075

Phone

(678) 895-4486

Industry

Professional & Technical Servicessee 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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

DENISE M WINDHAM, PLLC

DENISE M WINDHAM, PLLC 401(K) PLAN

$117K · 2 participants

PYXIS ADVISORY GROUP, LLC

PYXIS ADVISORY GROUP 401(K) PLAN

$117K · 7 participants

SILICON TECH SOLUTIONS INC

SILICON VALLEY TECH 401(K) AND PROFIT SHARING PLAN

$117K · 34 participants

HERON CONSULTING LLC

HERON CONSULTING 401(K) PLAN

$117K · 2 participants

THRIVANCE SOLUTIONS INC

THRIVANCE SOLUTIONS INC 401K PLAN

$117K · 1 participants