How big is Lloyd Crescendo Advisors LLC's plan?

Lloyd Crescendo Advisors LLC's plan reported $113K in assets and 4 participants for 2023.

Original filing (PDF)20241015100437NAL0029203953001

Lloyd Crescendo Advisors LLC

Name: Lloyd Crescendo Advisors LLC — Form 5500 (2023)
Creator: Lloyd Crescendo Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Lloyd Crescendo Advisors LLC held $113K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$113K

Net assets (EOY)

$113K

People on this filing

Kelly McBride signed Lloyd Crescendo Advisors LLC's 2023 Form 5500 as plan administrator.

Kelly McBride — 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

Lloyd Crescendo Advisors LLC's EIN is 81-3212638.

EIN 81-3212638

Plan number 001

Plan year 2023

ACK ID 20241015100437NAL0029203953001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lloyd Crescendo Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lloyd Crescendo Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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.

Plan sponsor

Name

LLOYD CRESCENDO ADVISORS LLC

EIN

all filings

Address

18 CHURCH STREET · UNIT 1160 · DENVILLE, NJ · 07834

Phone

(646) 389-9011

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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