Original filing (PDF)20240703093216NAL0006174673061

Lionsmark Investment Group LLC

Name: Lionsmark Investment Group LLC — Lionsmark Investmen, Form 5500 (2023)
Creator: Lionsmark Investment Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lionsmark Investment Group 401(k) Plan

401(k) retirement plan · Lionsmark Investment Group LLC's Lionsmark Investment Group 401(k) Plan held $86K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

LIONSMARK INVESTMENT GROUP LLC

EIN

all filings

Address

1334 BRITTMOORE RD · SUITE 2315 · HOUSTON, TX · 77043

Phone

(713) 444-4525

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