How big is Larson & Blumreich, Chartered's plan?

Larson & Blumreich, Chartered's plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20250630144734NAL0011296433001

Larson & Blumreich, Chartered

Name: Larson & Blumreich, Chartered — Larson & Blumreich, Form 5500 (2024)
Creator: Larson & Blumreich, Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Larson & Blumreich Profit Sharing Trust

401(k) retirement plan · Larson & Blumreich, Chartered's Larson & Blumreich Profit Sharing Trust held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Craig C Blumreich signed Larson & Blumreich, Chartered's 2024 Form 5500 as plan administrator.

Craig C Blumreich — 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

Larson & Blumreich, Chartered's EIN is 48-0992424.

EIN 48-0992424

Plan number 001

Plan year 2024

ACK ID 20250630144734NAL0011296433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Larson & Blumreich, Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Larson & Blumreich, Chartered'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 LARSON & BLUMREICH, CHARTERED.

Finding similar companies…

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