Original filing (PDF)20250530154627NAL0015718912001

LISA S. BARTON, INC

Name: LISA S. BARTON, INC — LISA S. BARTON 401(K) PLAN, Form 5500 (2024)
Creator: LISA S. BARTON, INC

Form 5500-SF

FILING_RECEIVED

LISA S. BARTON 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

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.
High average account balance (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

LISA S. BARTON, INC

EIN

46-4381940all filings

Address

1215 CREEK VIEW WAY · PONTE VEDRA BEACH, FL · 32082

Phone

(904) 613-6779

Industry

Real Estatesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

JOY RAPSOMANIKIS

JOY RAPSOMANIKIS 401(K) PROFIT SHARING PLAN & TRUST

$628K · 2 participants

MELISSA M. THOMPSON, REALTOR

MELISSA M. THOMPSON, REALTOR 401(K) PLAN

$628K · 3 participants

LIVE, LAUGH, LOVE, INC.

LIVE, LAUGH, LOVE, INC. 401(K) PROFIT SHARING PLAN

$626K · 4 participants

DAVIDSON & BOGEL REAL ESTATE, LLC

DAVIDSON BOGEL REAL ESTATE 401(K) PLAN

$629K · 17 participants

MARCY MURPHY, P.C.

MARCY MURPHY, P.C. 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.