Original filing (PDF)20250429082706NAL0000176435001

FLANAGAN LIEBERMAN & RAMBO

Name: FLANAGAN LIEBERMAN & RAMBO — FLANAGAN LIEBERMAN & RAMBO 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FLANAGAN LIEBERMAN & RAMBO

Form 5500-SF

FILING_RECEIVED

FLANAGAN LIEBERMAN & RAMBO 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$956K

Net assets (EOY)

$956K

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.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLANAGAN LIEBERMAN & RAMBO.

Plan sponsor

Name

FLANAGAN LIEBERMAN & RAMBO

EIN

88-1908825

Address

10 N LUDLOW ST STE 200 · DAYTON, OH · 454021856

Phone

(937) 853-2016

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