Original filing (PDF)20250416220923NAL0000285185069

LISA & LEROY, LLC

Name: LISA & LEROY, LLC — LISA & LEROY 401(K) PLAN, Form 5500 (2024)
Creator: LISA & LEROY, LLC

Form 5500-SF

FILING_RECEIVED

LISA & LEROY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$888K

Net assets (EOY)

$888K

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 (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LISA & LEROY, LLC

EIN

81-2467925all filings

Address

623 PENNSYLVANIA AVE SE · WASHINGTON, DC · 20003

Phone

(202) 758-0028

Industry