How big is LKJ Financial, LLC's plan?

LKJ Financial, LLC's plan reported $724K in assets and 4 participants for 2024.

Original filing (PDF)20251016002301NAL0002967459001

LKJ Financial, LLC

Name: LKJ Financial, LLC — LKJ Financial, LLC Retirement, Form 5500 (2024)
Creator: LKJ Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LKJ Financial, LLC Retirement Plan

401(k) retirement plan · LKJ Financial, LLC's LKJ Financial, LLC Retirement Plan held $724K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$724K

Net assets (EOY)

$724K

Plan identifiers

LKJ Financial, LLC's EIN is 45-4049968.

EIN 45-4049968

Plan number 001

Plan year 2024

ACK ID 20251016002301NAL0002967459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LKJ Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LKJ Financial, 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 LKJ FINANCIAL, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

LKJ FINANCIAL, LLC

EIN

all filings

Address

550 POST OAK BOULEVARD, SUITE 350 · HOUSTON, TX · 77027

Phone

(713) 840-0534

Industry

Finance & Insurance

Plan administrator