How big is LRI Associates, LLC's plan?

LRI Associates, LLC's plan reported $209 in assets and 3 participants for 2024.

Original filing (PDF)20250729141238NAL0001384915001

LRI Associates, LLC

Name: LRI Associates, LLC — LRI Associates, LLC SOCA, Form 5500 (2024)
Creator: LRI Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LRI Associates, LLC SOCA Benefit Plan

Health & welfare plan · LRI Associates, LLC's LRI Associates, LLC SOCA Benefit Plan held $209 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$209

Net assets (EOY)

$74

People on this filing

Matt Appenzeller signed LRI Associates, LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

LRI Associates, LLC's EIN is 45-5256032.

EIN 45-5256032

Plan number 501

Plan year 2024

ACK ID 20250729141238NAL0001384915001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LRI Associates, LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score