How big is Lockhart Companies, Inc.'s plan?

Lockhart Companies, Inc.'s plan reported $6.7M in assets and 62 participants for 2025.

Original filing (PDF)20260501075933NAL0000901201001

Lockhart Companies, Inc.

Name: Lockhart Companies, Inc. — Lockhart 401(k)/Retiremen, Form 5500 (2025)
Creator: Lockhart Companies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lockhart 401(k)/Retirement Plan

401(k) retirement plan · Lockhart Companies, Inc.'s Lockhart 401(k)/Retirement Plan held $6.7M in plan assets for 62 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Robert Upson signed Lockhart Companies, Inc.'s 2025 Form 5500 as plan administrator.

Robert Upson — 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

Lockhart Companies, Inc.'s EIN is 66-0491618.

EIN 66-0491618

Plan number 001

Plan year 2025

ACK ID 20260501075933NAL0000901201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lockhart Companies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lockhart Companies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOCKHART COMPANIES, INC..

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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