Back to filter
Original filing (PDF)20250422164709NAL0003003619001
LAPIS ENTERPRISES,INC
Form 5500-SF
FILING_RECEIVED
ROSESTONE WEALTH ADVISORS 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
27
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAPIS ENTERPRISES,INC.
Plan sponsor
Name
LAPIS ENTERPRISES,INC
EIN
82-3535157
Address
6105 LINE AVENUE, SUITE 100 · SHREVEPORT, LA · 71106
Phone
(318) 797-2995
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-22
Pension benefit codes
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)
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 providersRelated plans
Similar-size Finance & Insurance plans
MWL ENTERPRISES, LLC
MWL ENTERPRISES, LLC 401(K) PLAN
$2.3M · 7 participants
THE PLANNING GROUP, INC.
N.J. BROWN & ASSOCIATES, LTD. SAVINGS PLAN AND TRUST
$2.3M · 3 participants
LUKE SERVICES, INC. DBA COMPREHENSIVE FINANCIAL SERVICES
LUKE SERVICES 401(K) PLAN
$2.3M · 8 participants
CENTRAL COAST WEALTH MANAGEMENT LLC
CENTRAL COAST WEALTH MANAGEMENT PENSION PLAN
$2.3M · 2 participants
JSF FINANCIAL LLC
JSF FINANCIAL LLC CASH BALANCE PLAN
$2.3M · 15 participants
KRISTIN A. NORDAHL
KRISTIN A. NORDAHL 401(K) PROFIT SHARING PLAN
$2.3M · 3 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants