How big is Lemons Grundy & Eisenberg Chart's plan?

Lemons Grundy & Eisenberg Chart's plan reported $5.6M in assets and 19 participants for 2024.

Original filing (PDF)20250718154001NAL0002013633001

Lemons Grundy & Eisenberg Chart

Name: Lemons Grundy & Eisenberg Chart — Lemons Grundy &, Form 5500 (2024)
Creator: Lemons Grundy & Eisenberg Chart
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lemons Grundy & Eisenberg Chart Restated Profit Sharing Plan

401(k) retirement plan · Lemons Grundy & Eisenberg Chart's Lemons Grundy & Eisenberg Chart Restated Profit Sharing Plan held $5.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Vonda Fineman signed Lemons Grundy & Eisenberg Chart's 2024 Form 5500 as plan administrator.

Vonda Fineman — 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

Lemons Grundy & Eisenberg Chart's EIN is 88-0122938.

EIN 88-0122938

Plan number 002

Plan year 2024

ACK ID 20250718154001NAL0002013633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lemons Grundy & Eisenberg Chart from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lemons Grundy & Eisenberg Chart's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEMONS GRUNDY & EISENBERG CHART.

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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