· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LUMBEE REGIONAL DEVELOPMENT CORPORATION — LUMBEE REGIONAL DEVELOPMENT CORPORATION PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251121101515NAL0006453297001
LUMBEE REGIONAL DEVELOPMENT CORPORATION
Form 5500-SF
FILING_RECEIVED
LUMBEE REGIONAL DEVELOPMENT CORPORATION PENSION PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 0.2 mo
Active participants
7
Accounts w/ balance
17
Plan assets (EOY)
$321K
Net assets (EOY)
$321K
Plan health score (directional)
88
/ 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
99
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LUMBEE REGIONAL DEVELOPMENT CORPORATION
.
Find decision makers
Plan sponsor
Name
LUMBEE REGIONAL DEVELOPMENT CORPORATION
EIN
56-0943997
Address
PO BOX 68 · PEMBROKE, NC · 283720068
Phone
(910) 521-8602
Industry
Health Care & Social Assistance
see 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
2025-11-21
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
ASSIST, INC
ASSIST, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
$321K · 6 participants
CORDOVA FAMILY RESOURCE CENTER
403(B) THRIFT PLAN FOR EMPLOYEES OF CORDOVA FAMILY RESOURCE CENTER
$321K · 3 participants
RESOURCE AND CRISIS CENTER OF
RESOURCE AND CRISIS CENTER OF GALVESTON COUNTY, TEXAS, INC.
$321K · 33 participants
CHHAYA C.D.C.
CHHAYA C.D.C. 403(B) PLAN
$321K · 4 participants
REBUILDING TOGETHER DC ALEXANDRIA
REBUILDING TOGETHER DC ALEXANDRIA 401(K) PLAN
100
Knocking points off
Filed 0.2 months past the 10.5-month grace window.
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.
Small plan (5500-SF) — Schedule H data not available.
$321K · 7 participants
EAST COOPER COMMUNITY OUTREACH
ECCO 403(B) PLAN
$322K · 8 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
