How big is LIS Investment Group's plan?

LIS Investment Group's plan reported $136K in assets and 7 participants for 2024.

Original filing (PDF)20250703152637NAL0000283667001

LIS Investment Group

Name: LIS Investment Group — LIS Investment Group, Form 5500 (2024)
Creator: LIS Investment Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LIS Investment Group Retirement Plan

401(k) retirement plan · LIS Investment Group's LIS Investment Group Retirement Plan held $136K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

Plan identifiers

LIS Investment Group's EIN is 46-0568063.

EIN 46-0568063

Plan number 001

Plan year 2024

ACK ID 20250703152637NAL0000283667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LIS Investment Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LIS Investment Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIS INVESTMENT GROUP.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LIS INVESTMENT GROUP

EIN

all filings

Address

4555 SULTANA AVE. · ROSEMEAD, CA · 91770

Phone

(626) 780-9252

Industry

Accommodation & Food Services

Plan administrator