How big is LISA Baird LLC's plan?

LISA Baird LLC's plan reported $5K in assets and 2 participants for 2023.

Original filing (PDF)20240803162430NAL0043036880001

LISA Baird LLC

Name: LISA Baird LLC — LISA Baird LLC 401(k) Plan, Form 5500 (2023)
Creator: LISA Baird LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA Baird LLC 401(k) Plan

401(k) retirement plan · LISA Baird LLC's LISA Baird LLC 401(k) Plan held $5K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

LISA Manczuk signed LISA Baird LLC's 2023 Form 5500 as plan administrator.

LISA Manczuk — 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

LISA Baird LLC's EIN is 87-3505704.

EIN 87-3505704

Plan number 001

Plan year 2023

ACK ID 20240803162430NAL0043036880001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LISA Baird LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LISA Baird LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

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

Plan sponsor

Name

LISA BAIRD LLC

EIN

all filings

Address

8620 GROVE MILL CT · LAS VEGAS, NV · 89139

Phone

(702) 927-4046

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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