How big is LM Partners, LLC's plan?

LM Partners, LLC's plan reported $500K in assets and 32 participants for 2022.

Original filing (PDF)20230607153534NAL0020099651001

LM Partners, LLC

Name: LM Partners, LLC — LM Partners LLC Safe Harbor, Form 5500 (2022)
Creator: LM Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LM Partners LLC Safe Harbor 401(k) Plan

401(k) retirement plan · LM Partners, LLC's LM Partners LLC Safe Harbor 401(k) Plan held $500K in plan assets for 32 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$500K

Net assets (EOY)

$500K

People on this filing

Steven Rice signed LM Partners, LLC's 2022 Form 5500 as plan administrator.

Steven Rice — 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 Partners, LLC's EIN is 47-2195914.

EIN 47-2195914

Plan number 001

Plan year 2022

ACK ID 20230607153534NAL0020099651001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for LM Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

LM Partners, LLC'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 LM PARTNERS, 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