LGL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 01-0968336 | Plan No. 001 ]

LGL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST, sponsored by LGL PARTNERS LLC, appears in Form 5500 filings as a 401(k) plan. The plan reported 21 participants and total assets of $2,248,072 during the 2023 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: LGL PARTNERS LLC

Location: TWO LIBERTY PLACE, PHILADELPHIA, PA 19102

EIN: 010968336

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 21

Total Assets: $2,248,072

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