Original filing (PDF)20250408143105NAL0035913106001

RYAN P LAMBERT

Name: RYAN P LAMBERT — RYAN P LAMBERT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: RYAN P LAMBERT

Form 5500-SF

FILING_RECEIVED

RYAN P LAMBERT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RYAN P LAMBERT.

Plan sponsor

Name

RYAN P LAMBERT

EIN

45-5150615

Address

1205 TROY SCHENECTADY RD STE 103 · LATHAM, NY · 121101074

Phone

(518) 464-4401

Industry

Finance & Insurancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MIMMJ HOLDINGS CO, LLC

MIMMJ 401(K) PLAN

$44K · 3 participants

ENTITLED LLC

ENTITLED LLC 401(K) PROFIT SHARING PLAN & TRUST

$44K · 3 participants

STRATEGIC CONCEPTS ILS

STRATEGIC CONCEPTS ILS 401K PLAN

$44K · 30 participants

UPWARD FINANCIAL INC

UPWARD FINANCIAL INC 401(K) PLAN

$41K · 9 participants

CONDUCTOR CAPITAL MANAGEMENT, LLC

CONDUCTOR CAPITAL MANAGEMENT, LLC 401(K) PLAN

$45K · 2 participants