How big is LIM Advisors PLLC's plan?

LIM Advisors PLLC's plan reported $777K in assets and 15 participants for 2025.

Original filing (PDF)20260415153625NAL0011857923001

LIM Advisors PLLC

Name: LIM Advisors PLLC — LIM Advisors PLLC 401(k) Profit, Form 5500 (2025)
Creator: LIM Advisors PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LIM Advisors PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · LIM Advisors PLLC's LIM Advisors PLLC 401(k) Profit Sharing Plan & Trust held $777K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$777K

Net assets (EOY)

$777K

People on this filing

Joyce TANG signed LIM Advisors PLLC's 2025 Form 5500 as plan administrator.

Joyce TANG — 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

LIM Advisors PLLC's EIN is 85-3424082.

EIN 85-3424082

Plan number 001

Plan year 2025

ACK ID 20260415153625NAL0011857923001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LIM Advisors PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LIM Advisors PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIM ADVISORS PLLC.

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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