· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LPE ASSOCIATES — LPE ASSOCIATES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250506104636NAL0009162225001
LPE ASSOCIATES
Form 5500-SF
FILING_RECEIVED
LPE ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
9
Plan assets (EOY)
$101K
Net assets (EOY)
$101K
Plan health score (directional)
86
/ 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
LPE ASSOCIATES
.
Find decision makers
Plan sponsor
Name
LPE ASSOCIATES
EIN
46-4054230
Address
8403 COLESVILLE ROAD · SUITE 1100 · SILVER SPRING, MD · 20910
Phone
(206) 589-3084
Industry
Professional & Technical Services
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
2025-05-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
QUALITY BIOMEDICAL INC.
QUALITY BIOMEDICAL INC. 401(K) P/S PLAN
$101K · 233 participants
VERONICA WINSTON
BROAD HORIZONS COUNSELING COLLECTIVE 401(K) PROFIT SHARING PLAN & TRUST
$101K · 3 participants
NEUMA HEALTHCARE DEVELOPMENT LLC
NEUMA 401(K) PLAN
$101K · 4 participants
TENNETECH, LLC
TENNETECH, LLC 401(K) PLAN
$101K · 1 participants
HYPERLIFT LOGIC INC
HYPERLIFT LOGIC INC - 401(K)
$101K · 1 participants
80
Knocking points off
56% balance-to-active ratio — below typical for a healthy 401(k).
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.
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HEALTHCARE COALITION PARTNERS OF KANSAS LLC
HEALTHCARE COALITION PARTNERS OF KANSAS 401K
$101K · 4 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B