How big is Lanai Financial Solutions' plan?

Lanai Financial Solutions' plan reported $564K in assets and 2 participants for 2024.

Original filing (PDF)20250514115216NAL0029710064001

Lanai Financial Solutions

Name: Lanai Financial Solutions — Lanai Financial, Form 5500 (2024)
Creator: Lanai Financial Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lanai Financial Solutions 401(k) Plan & Trust

401(k) retirement plan · Lanai Financial Solutions' Lanai Financial Solutions 401(k) Plan & Trust held $564K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$564K

Net assets (EOY)

$564K

People on this filing

Christine McBroom signed Lanai Financial Solutions' 2024 Form 5500 as plan administrator.

Christine McBroom — 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

Lanai Financial Solutions' EIN is 46-2267829.

EIN 46-2267829

Plan number 001

Plan year 2024

ACK ID 20250514115216NAL0029710064001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lanai Financial Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lanai Financial Solutions' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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 average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LANAI FINANCIAL SOLUTIONS

EIN

all filings

Address

1066 41ST AVENUE, SUITE A101 · CAPITOLA, CA · 95010

Phone

(831) 476-7300

Industry

Finance & Insurance

Plan administrator