How big is LISA Richart Team LLC's plan?

LISA Richart Team LLC's plan reported $8K in assets and 1 participants for 2024.

Original filing (PDF)20250904095104NAL0016164081001

LISA Richart Team LLC

Name: LISA Richart Team LLC — LISA Richart Team LLC 401(k), Form 5500 (2024)
Creator: LISA Richart Team LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA Richart Team LLC 401(k)

401(k) retirement plan · LISA Richart Team LLC's LISA Richart Team LLC 401(k) held $8K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

LISA Richart signed LISA Richart Team LLC's 2024 Form 5500 as plan administrator.

LISA Richart — 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

LISA Richart Team LLC's EIN is 46-2389287.

EIN 46-2389287

Plan number 001

Plan year 2024

ACK ID 20250904095104NAL0016164081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA Richart Team LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA Richart Team LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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