How big is Lefkovits Madsen & Richardson's plan?

Lefkovits Madsen & Richardson's plan reported $1.2M in assets and 8 participants for 2024.

Original filing (PDF)20250709133848NAL0013118194001

Lefkovits Madsen & Richardson

Name: Lefkovits Madsen & Richardson — Lefkovits Madsen &, Form 5500 (2024)
Creator: Lefkovits Madsen & Richardson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lefkovits Madsen & Richardson 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Lefkovits Madsen & Richardson's Lefkovits Madsen & Richardson 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Robert Lefkovits signed Lefkovits Madsen & Richardson's 2024 Form 5500 as plan administrator.

Robert Lefkovits — 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

Lefkovits Madsen & Richardson's EIN is 75-2398180.

EIN 75-2398180

Plan number 001

Plan year 2024

ACK ID 20250709133848NAL0013118194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lefkovits Madsen & Richardson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lefkovits Madsen & Richardson's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEFKOVITS MADSEN & RICHARDSON.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LEFKOVITS MADSEN & RICHARDSON

EIN

all filings

Address

5151 HEADQUARTERS DR STE 145 · PLANO, TX · 750240014

Phone

(972) 820-7888

Industry

CPA Offices· Professional & Technical Services

Plan administrator