How big is Lanai Financial Solutions' plan?

Lanai Financial Solutions' plan reported $907K in assets and 2 participants for 2024.

Original filing (PDF)20250514115246NAL0014148195001

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 Defined Benefit Plan & Trust

Defined-benefit pension plan · Lanai Financial Solutions' Lanai Financial Solutions Defined Benefit Plan & Trust held $907K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$907K

Net assets (EOY)

$907K

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 002

Plan year 2024

ACK ID 20250514115246NAL0014148195001

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 a defined-benefit pension formula, a frozen benefit (no new accruals).

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off