Original filing (PDF)20240815114248NAL0007469123001

LR Holdings LLC

Name: LR Holdings LLC — LR Holdings 401(k) Plan, Form 5500 (2023)
Creator: LR Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LR Holdings 401(k) Plan

401(k) retirement plan · LR Holdings LLC's LR Holdings 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

ADAM Rutledge signed LR Holdings LLC's 2023 Form 5500 as plan administrator.

ADAM Rutledge — 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

LR Holdings LLC's EIN is 83-3044870.

EIN 83-3044870

Plan number 001

Plan year 2023

ACK ID 20240815114248NAL0007469123001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

LR Holdings 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 LR HOLDINGS 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LR HOLDINGS LLC

EIN

all filings

Address

2732 AMERICAN AVE. · MEDFORD, OR · 97504

Phone

(541) 890-4876

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-30

Filed

2024-08-15

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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