Original filing (PDF)20250502103621NAL0006399440001

LULU & LEO FUND

Name: LULU & LEO FUND — LULU & LEO FUND 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: LULU & LEO FUND

Form 5500-SF

FILING_RECEIVED

LULU & LEO FUND 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LULU & LEO FUND.

Plan sponsor

Name

LULU & LEO FUND

EIN

46-1316048all filings

Address

1216 BROADWAY FL 2 · NEW YORK, NY · 10001

Phone

(415) 761-1236

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-02

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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