Original filing (PDF)20230927152327NAL0015234064001

Robert LUND Associates Architects, Ltd.

Name: Robert LUND Associates Architects, Ltd. — Form 5500 Plan 002 (2022)
Creator: Robert LUND Associates Architects, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert LUND Associates Architects, Ltd. Cash Balance Plan

Defined-benefit pension plan · Robert LUND Associates Architects, Ltd.'s Robert LUND Associates Architects, Ltd. Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Robert LUND signed Robert LUND Associates Architects, Ltd.'s 2022 Form 5500 as plan administrator.

Robert LUND — 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

Robert LUND Associates Architects, Ltd.'s EIN is 41-1877299.

EIN 41-1877299

Plan number 002

Plan year 2022

ACK ID 20230927152327NAL0015234064001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Robert LUND Associates Architects, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Robert LUND Associates Architects, Ltd.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT LUND ASSOCIATES ARCHITECTS, LTD..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ROBERT LUND ASSOCIATES ARCHITECTS, LTD.

EIN

all filings

Address

454 BROADWAY · SOUTHAMPTON, NY · 11968

Phone

(631) 283-0660

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-07

Filed

2023-09-27

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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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