Original filing (PDF)20240822070608NAL0002458915001

LRM Family Office, LLC

Name: LRM Family Office, LLC — TPC Qualified Plans LLC, Form 5500 (2023)
Creator: LRM Family Office, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TPC Qualified Plans LLC Retirement Savings Plan

401(k) retirement plan · LRM Family Office, LLC's TPC Qualified Plans LLC Retirement Savings Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Melissa Versnik signed LRM Family Office, LLC's 2023 Form 5500 as plan administrator.

Melissa Versnik — 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

LRM Family Office, LLC's EIN is 84-2058293.

EIN 84-2058293

Plan number 020

Plan year 2023

ACK ID 20240822070608NAL0002458915001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LRM Family Office, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LRM Family Office, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LRM FAMILY OFFICE, 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