Original filing (PDF)20251016122120NAL0006299425003

LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY

Name: LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY — LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY SALARY DEFERRAL PLAN, Form 5500 (2024)
Creator: LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY

Form 5500-SF

FILING_RECEIVED

LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY SALARY DEFERRAL PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY.

Plan sponsor

Name

LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY

EIN

94-3406227

Address

1220 HOWARD AVENUE, SUITE 250 · BURLINGAME, CA · 94010

Phone

(650) 548-1171

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

LISA R. MURRAY

EIN

56-2414139

City

BURLINGAME, CA

Phone

(650) 548-1171

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

JOSHUA M. BLOOM, P.C.

JOSHUA M. BLOOM, P.C. 401(K) PROFIT SHARING PLAN

$1.4M · 3 participants

TODD & LEVI, LLP

TODD & LEVI, LLP RETIREMENT PLAN

$1.4M · 5 participants

BUFFALOE & VALLEJO, PLC

BUFFALOE & VALLEJO RETIREMENT PLAN

$1.4M · 16 participants

FERNANDO J. PORTUONDO, P.A.

FERNANDO J. PORTUONDO, P.A. 401(K) PLAN

$1.4M · 2 participants

THE SNYDER LAW GROUP, LLC

THE SNYDER LAW GROUP, LLC 401(K) PLAN

$1.4M · 4 participants