How big is Lester Capital Planning, LLC's plan?

Lester Capital Planning, LLC's plan reported $761K in assets and 3 participants for 2025.

Original filing (PDF)20260330172755NAL0005576195001

Lester Capital Planning, LLC

Name: Lester Capital Planning, LLC — Lester Capital, Form 5500 (2025)
Creator: Lester Capital Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lester Capital Planning 401(k) Plan

401(k) retirement plan · Lester Capital Planning, LLC's Lester Capital Planning 401(k) Plan held $761K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

Plan identifiers

Lester Capital Planning, LLC's EIN is 81-3592906.

EIN 81-3592906

Plan number 001

Plan year 2025

ACK ID 20260330172755NAL0005576195001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lester Capital Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lester Capital Planning, 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 LESTER CAPITAL PLANNING, 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