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LAMSON, DUGAN AND MURRAY, LLP — LAMSON, DUGAN AND MURRAY, LLP RETIREMENT SAVINGS PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240709111309NAL0021812048001
LAMSON, DUGAN AND MURRAY, LLP
Form 5500-SF
FILING_RECEIVED
LAMSON, DUGAN AND MURRAY, LLP RETIREMENT SAVINGS PLAN & TRUST
401(k) retirement plan
Active participants
99
Accounts w/ balance
128
Plan assets (EOY)
$31.0M
Net assets (EOY)
$31.0M
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
LAMSON, DUGAN AND MURRAY, LLP
.
Find decision makers
Plan sponsor
Name
LAMSON, DUGAN AND MURRAY, LLP
EIN
47-0209590
Address
10306 REGENCY PARKWAY DRIVE · OMAHA, NE · 68114
Phone
(402) 397-7300
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
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