Original filing (PDF)20251016122120NAL0006299425003

LISA Murray, SOLE Proprietor DBA Chase, Berenstein & Murray

Name: LISA Murray, SOLE Proprietor DBA Chase, Berenstein & Murray — Form 5500 Plan 001 (2024)
Creator: LISA Murray, SOLE Proprietor DBA Chase, Berenstein & Murray
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA Murray, SOLE Proprietor DBA Chase, Berenstein & Murray Salary Deferral Plan

Defined-contribution retirement plan · LISA Murray, SOLE Proprietor DBA Chase, Berenstein & Murray's LISA Murray, SOLE Proprietor DBA Chase, Berenstein & Murray Salary Deferral Plan held $1.4M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

LISA Murray, SOLE Proprietor DBA Chase, Berenstein & Murray's EIN is 94-3406227.

EIN 94-3406227

Plan number 001

Plan year 2024

ACK ID 20251016122120NAL0006299425003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA Murray, SOLE Proprietor DBA Chase, Berenstein & Murray from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA Murray, SOLE Proprietor DBA Chase, Berenstein & Murray's plan includes profit-sharing, 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 LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY.

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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.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

LISA MURRAY, SOLE PROPRIETOR DBA CHASE, BERENSTEIN & MURRAY

EIN

all filings

Address

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

Phone

(650) 548-1171

Industry

Law Offices· Professional & Technical Services

Plan administrator