How big is LM Summary Services, LLC's plan?

LM Summary Services, LLC's plan reported $16K in assets and 1 participants for 2025.

Original filing (PDF)20260430220943NAL0000228755095

LM Summary Services, LLC

Name: LM Summary Services, LLC — LM Summary Services, Form 5500 (2025)
Creator: LM Summary Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LM Summary Services 401(k) Plan

401(k) retirement plan · LM Summary Services, LLC's LM Summary Services 401(k) Plan held $16K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

Elantha Barry signed LM Summary Services, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

LM Summary Services, LLC's EIN is 47-2144186.

EIN 47-2144186

Plan number 001

Plan year 2025

ACK ID 20260430220943NAL0000228755095

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LM Summary Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LM Summary Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LM SUMMARY SERVICES, LLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

LM SUMMARY SERVICES, LLC

EIN

all filings

Address

4819 EMPEROR BLVD · STE 400 · DURHAM, NC · 27703

Phone

(919) 602-1013

Industry

Admin Support & Waste Mgmt

Plan administrator