Original filing (PDF)20250211140522NAL0019715649001

L & J ASSOCIATES, LLC

Name: L & J ASSOCIATES, LLC — L & J ASSOCIATES, LLC MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: L & J ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

L & J ASSOCIATES, LLC MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L & J ASSOCIATES, LLC.

Plan sponsor

Name

L & J ASSOCIATES, LLC

EIN

83-3947270

Address

57 MARINE ST · BRONX, NY · 10404

Phone

(917) 940-6348

Industry

Mining, Quarrying, Oil & Gassee 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

2025-02-11

Pension benefit codes

2C · Money purchase (other than target benefit)

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 providers

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