How big is Lumsden Associates, P.C.'s plan?

Lumsden Associates, P.C.'s plan reported $2.3M in assets and 17 participants for 2025.

Original filing (PDF)20260316094840NAL0001049729001

Lumsden Associates, P.C.

Name: Lumsden Associates, P.C. — Lumsden Associates, P. C., Form 5500 (2025)
Creator: Lumsden Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lumsden Associates, P. C. 401(k) Plan

401(k) retirement plan · Lumsden Associates, P.C.'s Lumsden Associates, P. C. 401(k) Plan held $2.3M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Lumsden Associates, P.C.'s EIN is 54-0978401.

EIN 54-0978401

Plan number 001

Plan year 2025

ACK ID 20260316094840NAL0001049729001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lumsden Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lumsden Associates, P.C.'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 LUMSDEN ASSOCIATES, P.C..

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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

Knocking points off