How big is Lake Norman Transportation Servi's plan?

Lake Norman Transportation Servi's plan reported $3.7M in assets and 5 participants for 2024.

Original filing (PDF)20250815120542NAL0030142306001

Lake Norman Transportation Servi

Name: Lake Norman Transportation Servi — Lake Norman, Form 5500 (2024)
Creator: Lake Norman Transportation Servi
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lake Norman Transportation Services Inc. 401(k) Plan

401(k) retirement plan · Lake Norman Transportation Servi's Lake Norman Transportation Services Inc. 401(k) Plan held $3.7M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Shirley Horner signed Lake Norman Transportation Servi's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Lake Norman Transportation Servi's EIN is 56-2166703.

EIN 56-2166703

Plan number 001

Plan year 2024

ACK ID 20250815120542NAL0030142306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lake Norman Transportation Servi from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lake Norman Transportation Servi'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 LAKE NORMAN TRANSPORTATION SERVI.

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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