Original filing (PDF)20250707131217NAL0009079458001

LIO MANAGEMENT SERVICES, LLC

Name: LIO MANAGEMENT SERVICES, LLC — LIO MANAGEMENT SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: LIO MANAGEMENT SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

LIO MANAGEMENT SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 LIO MANAGEMENT SERVICES, LLC.

Plan sponsor

Name

LIO MANAGEMENT SERVICES, LLC

EIN

85-1983681

Address

300 CONSHOHOCKEN STATE ROAD · SUITE 235 · CONSHOHOCKEN, PA · 19428

Phone

(713) 516-5554

Industry

Finance & Insurancesee 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

2025-07-07

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

COLUMBIA LLOYDS INSURANCE COMPAN

COLUMBIA LLOYDS INSURANCE COMPANY 401(K) PLAN

$4.6M · 28 participants

WEST VIRGINIA INSURANCE COMPANY

WEST VIRGINIA INSURANCE COMPANY EMPLOYEE PENSION TRUST

$4.6M · 19 participants

WEST VIRGINIA INSURANCE COMPANY

WEST VIRGINIA INSURANCE COMPANY EMPLOYEE PENSION TRUST

$4.6M · 19 participants

INNOVATED HOLDINGS, INC.

INNOVATED HOLDINGS, INC. 401(K) PLAN

$4.5M · 56 participants

SYNCORA GUARANTEE INC.

SYNCORA GUARANTEE INC. RETIREMENT PLAN