How big is LORI L Ebner LLC's plan?

LORI L Ebner LLC's plan reported $644K in assets and 1 participants for 2024.

Original filing (PDF)20251009125108NAL0015556914001

LORI L Ebner LLC

Name: LORI L Ebner LLC — LORI L Ebner LLC 401(k) Plan, Form 5500 (2024)
Creator: LORI L Ebner LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LORI L Ebner LLC 401(k) Plan

401(k) retirement plan · LORI L Ebner LLC's LORI L Ebner LLC 401(k) Plan held $644K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$644K

Net assets (EOY)

$644K

Plan identifiers

LORI L Ebner LLC's EIN is 47-4232317.

EIN 47-4232317

Plan number 001

Plan year 2024

ACK ID 20251009125108NAL0015556914001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LORI L Ebner LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LORI L Ebner LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

LORI L EBNER LLC

EIN

all filings

Address

705 NE 7TH ST · GRANTS PASS, OR · 975261632

Phone

(541) 291-2692

Industry

Real Estate

Plan administrator