Original filing (PDF)20250731133004NAL0013321554001

LEWIS R. SIFFORD, LLC

Name: LEWIS R. SIFFORD, LLC — LRS, LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: LEWIS R. SIFFORD, LLC

Form 5500-SF

FILING_RECEIVED

LRS, LLC DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEWIS R. SIFFORD, LLC.

Plan sponsor

Name

LEWIS R. SIFFORD, LLC

EIN

84-4256992

Address

3838 OAK LAWN AVENUE, SUITE 510 · DALLAS, TX · 75219

Phone

(214) 742-1200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

1A · Pay-related DB formula

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

Related plans

Similar-size Law Offices plans

ALLEN & PINNIX, P.A.

ALLEN & PINNIX, P.A. 401(K) PLAN

$1.4M · 7 participants

LAWGISTICS, INC.

LAWGISTICS, INC. 401(K) PLAN

$1.4M

EDWARD R HEARN A PROFESSIONAL CORPORATION

EDWARD R HEARN A PROFESSIONAL CORPORATION 401(K) PLAN

$1.4M · 2 participants

MICHAEL BRADLEY GOLDSTEIN, A LAW CORPORATION

MICHAEL BRADLEY GOLDSTEIN, A LAW CORP. PROFIT SHARING PLAN

$1.4M · 3 participants

BASHARA SCHWARTZ, PLLC

BASHARA SCHWARTZ, PLLC 401(K) PLAN