Original filing (PDF)20251016002301NAL0002967459001

LKJ FINANCIAL, LLC

Name: LKJ FINANCIAL, LLC — LKJ FINANCIAL, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: LKJ FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

LKJ FINANCIAL, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$724K

Net assets (EOY)

$724K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LKJ FINANCIAL, LLC.

Plan sponsor

Name

LKJ FINANCIAL, LLC

EIN

45-4049968all filings

Address

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

Phone

(713) 840-0534

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