· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LESTER INSURANCE GROUP, INC. — THE LESTER GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250911074616NAL0000116033001
LESTER INSURANCE GROUP, INC.
Form 5500-SF
FILING_RECEIVED
THE LESTER GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
16
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
LESTER INSURANCE GROUP, INC.
.
Find decision makers
Plan sponsor
Name
LESTER INSURANCE GROUP, INC.
EIN
47-1982917
Address
409 ALAMANCE ROAD B · BURLINGTON, NC · 27215
Phone
(336) 227-4271
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-09-11
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
Related plans
Similar-size Insurance Agencies & Brokerages plans
SARATOGA INSURANCE BROKERS, INC.
SARATOGA INSURANCE BROKERS 401(K) PLAN
$1.2M · 7 participants
CLYDE ROBINSON
CLYDE ROBINSON PROFIT SHARING PLAN
$1.2M · 4 participants
FG, LLC
FG, LLC - EMPLOYEES RETIREMENT PROGRAM
$1.2M · 10 participants
CA BROWN INC
CA BROWN INC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 10 participants
STORRS INSURANCE GROUP, INC
STORRS INSURANCE GROUP 401K PLAN
$1.2M · 62 participants
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MENICUCCI INSURANCE AGENCY, LLC
MENICUCCI INSURANCE AGENCY PROFIT SHARING 401(K) PLAN
$1.2M · 18 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
