How big is Lambert and Associates LLC's plan?

Lambert and Associates LLC's plan reported $117K in assets and 3 participants for 2024.

Original filing (PDF)20250718100836NAL0000703923001

Lambert and Associates LLC

Name: Lambert and Associates LLC — Lambert and Associates, Form 5500 (2024)
Creator: Lambert and Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lambert and Associates LLC 401(k) Plan

401(k) retirement plan · Lambert and Associates LLC's Lambert and Associates LLC 401(k) Plan held $117K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

People on this filing

Marcus Bowie signed Lambert and Associates LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Lambert and Associates LLC's EIN is 36-4855863.

EIN 36-4855863

Plan number 001

Plan year 2024

ACK ID 20250718100836NAL0000703923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lambert and Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAMBERT AND ASSOCIATES 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