How big is LMS Brandz's plan?

LMS Brandz's plan reported $60K in assets and 3 participants for 2023.

Original filing (PDF)20240621070940NAL0001542979001

LMS Brandz

Name: LMS Brandz — LMS Brandz LLC 401(k) Plan, Form 5500 (2023)
Creator: LMS Brandz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LMS Brandz LLC 401(k) Plan

401(k) retirement plan · LMS Brandz's LMS Brandz LLC 401(k) Plan held $60K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Leon Kramer signed LMS Brandz's 2023 Form 5500 as plan administrator.

Leon Kramer — 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

LMS Brandz's EIN is 46-4086676.

EIN 46-4086676

Plan number 001

Plan year 2023

ACK ID 20240621070940NAL0001542979001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LMS Brandz from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LMS Brandz'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 LMS BRANDZ.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LMS BRANDZ

EIN

all filings

Address

708 ALFRED NOBEL · HERCULES, CA · 94547

Phone

(650) 263-7700

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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