How big is LIO Management Services, LLC's plan?

LIO Management Services, LLC's plan reported $4.7M in assets and 72 participants for 2024.

Original filing (PDF)20250707131217NAL0009079458001

LIO Management Services, LLC

Name: LIO Management Services, LLC — LIO Management, Form 5500 (2024)
Creator: LIO Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LIO Management Services, LLC 401(k) Plan

401(k) retirement plan · LIO Management Services, LLC's LIO Management Services, LLC 401(k) Plan held $4.7M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Rhonda KEMP signed LIO Management Services, LLC's 2024 Form 5500 as plan administrator.

Rhonda KEMP — 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

LIO Management Services, LLC's EIN is 85-1983681.

EIN 85-1983681

Plan number 001

Plan year 2024

ACK ID 20250707131217NAL0009079458001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LIO Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIO MANAGEMENT SERVICES, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score