How big is LKR Advisory Partners, LLC's plan?

LKR Advisory Partners, LLC's plan reported $8.6M in assets and 3 participants for 2025.

Original filing (PDF)20260215174501NAL0004977298001

LKR Advisory Partners, LLC

Name: LKR Advisory Partners, LLC — LKR Advisory Partners, Form 5500 (2025)
Creator: LKR Advisory Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LKR Advisory Partners, LLC 401(k) Plan

401(k) retirement plan · LKR Advisory Partners, LLC's LKR Advisory Partners, LLC 401(k) Plan held $8.6M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan identifiers

LKR Advisory Partners, LLC's EIN is 91-2101286.

EIN 91-2101286

Plan number 002

Plan year 2025

ACK ID 20260215174501NAL0004977298001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LKR Advisory Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LKR Advisory Partners, LLC's plan includes 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 LKR ADVISORY PARTNERS, LLC.

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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