How big is LISA & Leroy, LLC's plan?

LISA & Leroy, LLC's plan reported $1.2M in assets and 17 participants for 2025.

Original filing (PDF)20260423220931NAL0002764931033

LISA & Leroy, LLC

Name: LISA & Leroy, LLC — LISA & Leroy 401(k) Plan, Form 5500 (2025)
Creator: LISA & Leroy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA & Leroy 401(k) Plan

401(k) retirement plan · LISA & Leroy, LLC's LISA & Leroy 401(k) Plan held $1.2M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Elantha Barry signed LISA & Leroy, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

LISA & Leroy, LLC's EIN is 81-2467925.

EIN 81-2467925

Plan number 001

Plan year 2025

ACK ID 20260423220931NAL0002764931033

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LISA & Leroy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LISA & Leroy, LLC'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 LISA & LEROY, 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

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).

Plan sponsor

Name

LISA & LEROY, LLC

EIN

all filings

Address

623 PENNSYLVANIA AVE SE · WASHINGTON, DC · 20003

Phone

(202) 758-0028

Industry

Professional & Technical Services

Plan administrator