How big is The Lisbon Group, LLC's plan?

The Lisbon Group, LLC's plan reported $511K in assets and 19 participants for 2024.

Original filing (PDF)20250717180343NAL0001094304001

The Lisbon Group, LLC

Name: The Lisbon Group, LLC — The Lisbon Group 401(k) Plan, Form 5500 (2024)
Creator: The Lisbon Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Lisbon Group 401(k) Plan and Trust

401(k) retirement plan · The Lisbon Group, LLC's The Lisbon Group 401(k) Plan and Trust held $511K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

People on this filing

Josue Zapata signed The Lisbon Group, LLC's 2024 Form 5500 as plan administrator.

Josue Zapata — 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

The Lisbon Group, LLC's EIN is 81-0622268.

EIN 81-0622268

Plan number 001

Plan year 2024

ACK ID 20250717180343NAL0001094304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Lisbon Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Lisbon Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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