Original filing (PDF)20241110073949NAL0022709024001

LIPTAK SERVICES, LLC

Name: LIPTAK SERVICES, LLC — LIPTAK SERVICES, LLC 401(K) PROFIT-SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: LIPTAK SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

LIPTAK SERVICES, LLC 401(K) PROFIT-SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

LIPTAK SERVICES, LLC

EIN

81-2460517

Address

30 JOHN CLARK LANE · HUDSON, OH · 44236

Phone

(216) 643-6993

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-09-30

Filed

2024-11-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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