· 2022–2024 · DOL EFAST2

JACOB LICHTER & ASSOCIATES LTD. — JACOB LICHTER & ASSOCIATES LTD. 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20251012172307NAL0001077426001

JACOB LICHTER & ASSOCIATES LTD.

Form 5500-SF

FILING_RECEIVED

JACOB LICHTER & ASSOCIATES LTD. 401(K) PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

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

68

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOB LICHTER & ASSOCIATES LTD..

Plan sponsor

Name

JACOB LICHTER & ASSOCIATES LTD.

EIN

86-2576057all filings

Address

56 EAST CONCORD DRIVE · MONSEY, NY · 10952

Phone

(845) 596-1144

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

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