· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LRI, LLC — LRI, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014114913NAL0003836192001
LRI, LLC
Form 5500-SF
FILING_RECEIVED
LRI, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
32
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LRI, LLC
.
Find decision makers
Plan sponsor
Name
LRI, LLC
EIN
46-2626756
Address
29 SOUTH MAIN ST., STE. 311 · WEST HARTFORD, CT · 06107
Phone
(860) 761-9790
Industry
Finance & Insurance
see 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
REDMILE GROUP, LLC
REDMILE GROUP 401(K) RETIREMENT PLAN
$8.9M · 34 participants
SLOY, DAHL & HOLST, LLC
SLOY DAHL & HOLST, LLC 401(K) RETIREMENT SAVINGS PLAN
$8.9M · 17 participants
THE HALIFAX GROUP, LLC
THE HALIFAX PROFIT SHARING AND 401K PLAN
$8.9M · 21 participants
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC EMPLOYEES' RETIREMENT PLAN
$8.9M · 11 participants
BASSO CAPITAL MANAGEMENT, L.P.
BASSO CAPITAL MANAGEMENT, L.P. INCENTIVE SAVINGS TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$8.9M · 9 participants
PARKLAND MANAGEMENT COMPANY, L.L.C.
PARKLAND MANAGEMENT COMPANY 401(K) PLAN
$8.9M · 10 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
