How big is LP Analyst's plan?

LP Analyst's plan reported $2.3M in assets and 74 participants for 2024.

Original filing (PDF)20250729100536NAL0007088962001

LP Analyst

Name: LP Analyst — LP Analyst Retirement Trust, Form 5500 (2024)
Creator: LP Analyst
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LP Analyst Retirement Trust

401(k) retirement plan · LP Analyst's LP Analyst Retirement Trust held $2.3M in plan assets for 74 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Katita Palamar signed LP Analyst's 2024 Form 5500 as plan administrator.

Katita Palamar — 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

LP Analyst's EIN is 38-3853186.

EIN 38-3853186

Plan number 001

Plan year 2024

ACK ID 20250729100536NAL0007088962001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LP Analyst'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 LP ANALYST.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LP ANALYST

EIN

all filings

Address

2001 ROSS AVENUE · SUITE 701800 · DALLAS, TX · 75201

Phone

(214) 677-5210

Industry

Finance & Insurance

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

2025-07-29

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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