How big is Lambs and IVY Inc.'s plan?

Lambs and IVY Inc.'s plan reported $2.2M in assets and 37 participants for 2024.

Original filing (PDF)20250721174934NAL0003784482001

Lambs and IVY Inc.

Name: Lambs and IVY Inc. — Lambs & IVY 401(k) Plan, Form 5500 (2024)
Creator: Lambs and IVY Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lambs & IVY 401(k) Plan

401(k) retirement plan · Lambs and IVY Inc.'s Lambs & IVY 401(k) Plan held $2.2M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Dan Simone signed Lambs and IVY Inc.'s 2024 Form 5500 as plan administrator.

Dan Simone — 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

Lambs and IVY Inc.'s EIN is 95-3487886.

EIN 95-3487886

Plan number 001

Plan year 2024

ACK ID 20250721174934NAL0003784482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lambs and IVY Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lambs and IVY Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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