How big is Lurie & Associates, LLC's plan?

Lurie & Associates, LLC's plan reported $4.1M in assets and 7 participants for 2025.

Original filing (PDF)20260518125336NAL0000169904001

Lurie & Associates, LLC

Name: Lurie & Associates, LLC — Lurie & Associates, LLC, Form 5500 (2025)
Creator: Lurie & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lurie & Associates, LLC 401(k) Plan

401(k) retirement plan · Lurie & Associates, LLC's Lurie & Associates, LLC 401(k) Plan held $4.1M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Susan Boswell signed Lurie & Associates, LLC's 2025 Form 5500 as plan administrator.

Susan Boswell — 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

Lurie & Associates, LLC's EIN is 62-1764607.

EIN 62-1764607

Plan number 001

Plan year 2025

ACK ID 20260518125336NAL0000169904001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lurie & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lurie & Associates, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LURIE & ASSOCIATES, LLC.

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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