How big is LORI LEHR Inc.'s plan?

LORI LEHR Inc.'s plan reported $88K in assets and 1 participants for 2024.

Original filing (PDF)20250716094938NAL0003007697001

LORI LEHR Inc.

Name: LORI LEHR Inc. — LORI LEHR Inc. 401(k) Plan, Form 5500 (2024)
Creator: LORI LEHR Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LORI LEHR Inc. 401(k) Plan

401(k) retirement plan · LORI LEHR Inc.'s LORI LEHR Inc. 401(k) Plan held $88K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

People on this filing

LORI LEHR signed LORI LEHR Inc.'s 2024 Form 5500 as plan administrator.

LORI LEHR — 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

LORI LEHR Inc.'s EIN is 81-1401221.

EIN 81-1401221

Plan number 001

Plan year 2024

ACK ID 20250716094938NAL0003007697001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LORI LEHR Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LORI LEHR Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (85th percentile).

Plan sponsor

Name

LORI LEHR INC.

EIN

all filings

Address

901 WALDEN POND DR. · PLANT CITY, FL · 33563

Phone

(727) 235-3875

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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