How big is Lionheart, Ltd.'s plan?

Lionheart, Ltd.'s plan reported $2.4M in assets and 13 participants for 2024.

Original filing (PDF)20250826130423NAL0004469107001

Lionheart, Ltd.

Name: Lionheart, Ltd. — Lionheart 401(k) Plan, Form 5500 (2024)
Creator: Lionheart, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lionheart 401(k) Plan

401(k) retirement plan · Lionheart, Ltd.'s Lionheart 401(k) Plan held $2.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Bernard D Sokolsky signed Lionheart, Ltd.'s 2024 Form 5500 as plan administrator.

Bernard D Sokolsky — 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

Lionheart, Ltd.'s EIN is 54-1372859.

EIN 54-1372859

Plan number 001

Plan year 2024

ACK ID 20250826130423NAL0004469107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lionheart, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lionheart, Ltd.'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 LIONHEART, LTD..

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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.

Plan sponsor

Name

LIONHEART, LTD.

EIN

all filings

Address

5265 PROVIDENCE RD STE 505 · VIRGINIA BEACH, VA · 23464

Phone

(757) 366-0307

Industry

Retail Trade

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

2025-08-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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