How big is Lockhart Management & Consulting, LLC's plan?

Lockhart Management & Consulting, LLC's plan reported $2.7M in assets and 36 participants for 2025.

Original filing (PDF)20260331152217NAL0000381058001

Lockhart Management & Consulting, LLC

Name: Lockhart Management & Consulting, LLC — Lockhart, Form 5500 (2025)
Creator: Lockhart Management & Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lockhart Management & Consulting, LLC 401(k) Retirement Plan

401(k) retirement plan · Lockhart Management & Consulting, LLC's Lockhart Management & Consulting, LLC 401(k) Retirement Plan held $2.7M in plan assets for 36 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

ALAN Sylvester signed Lockhart Management & Consulting, LLC's 2025 Form 5500 as plan administrator.

ALAN Sylvester — 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

Lockhart Management & Consulting, LLC's EIN is 46-3873525.

EIN 46-3873525

Plan number 001

Plan year 2025

ACK ID 20260331152217NAL0000381058001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lockhart Management & Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lockhart Management & Consulting, 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 LOCKHART MANAGEMENT & CONSULTING, LLC.

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Plan health score

Above-average plan

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