Back to filter
Original filing (PDF)20250723114509NAL0003382545001
STEPHEN LEMENAGER
Form 5500-SF
FILING_RECEIVED
EDVICE RETIREMENT PLAN 401K STEPHEN E LEMENAGER TRUSTEE U/A DTD 12/31/2007
401(k) retirement plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
87
/ 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
90
Knocking points off
- No active participants reported but plan still holds assets.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPHEN LEMENAGER.
Plan sponsor
Name
STEPHEN LEMENAGER
EIN
47-4675249
Address
40 NORTH MAIN STREET · PENNINGTON, NJ · 08534
Phone
(609) 924-4595
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
OUT TEACH
OUT TEACH 403(B) PLAN
$2.1M · 24 participants
BALTIMORE TEACHERS UNION
BALTIMORE TEACHERS UNION PENSION PLAN & TRUST
$2.1M · 7 participants
LAKELAND-ANDOVER SCHOOL
LAKELAND-ANDOVER SCHOOL 401(K) PLAN
$2.1M · 16 participants
INNOVATIVE FABRICATION SCHOOL, INC.
INNOVATIVE FABRICATION SCHOOL, INC. DBA THE FAB SCHOOL CASH BALANCE PLAN
$2.1M · 13 participants
PARADISE VALLEY CHRISTIAN SCHOOL
PARADISE VALLEY CHRISTIAN SCHOOL 403(B) DC PLAN
$2.1M · 58 participants
SOUTHEAST MICHIGAN CENTER FOR MEDICAL EDUCATION
SOUTHEAST MICHIGAN CENTER FOR MEDICAL EDUCATION 403(B) PLAN
$2.1M · 5 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
