David Lerner Associates, Inc. 401(k) Plan: Login, Facts & Contact Information
David Lerner Associates, Inc. 401(k) Login
37 former David Lerner Associates, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
David Lerner Associates, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 25, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.52 million went into the plan in contributions, $116,436 of it from the employer (8%).
- $6.03 million was paid out to participants.
- Investment and other income added $10.3 million.
- Administrative expenses were $44,340, about $296 per account.
How the David Lerner Associates, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 379 | $44.2 million | $157,243 | $4.50 million |
| 2020 | 282 | $46.7 million | $136,098 | $3.08 million |
| 2021 | 249 | $53.6 million | $125,741 | $4.29 million |
| 2022 | 239 | $44.6 million | $127,494 | $3.29 million |
| 2023 | 225 | $53.4 million | $121,922 | $1.92 million |
| 2024 | 208 | $59.1 million | $116,436 | $6.03 million |
David Lerner Associates, Inc. 401(k) Contact Information
Questions about the David Lerner Associates, Inc. 401(k)
Does David Lerner Associates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $116,436, 8% of all contributions.
Does the David Lerner Associates, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the David Lerner Associates, Inc 401(k) plan?
208 participants at the start of plan year 2024, 163 of them active employees, and 37 former employees who still had money in the plan.
What is the average 401(k) balance at David Lerner Associates, Inc?
About $393,920 per account: $59.1 million in plan assets across 150 accounts with a balance at the end of plan year 2024.
Who manages the David Lerner Associates, Inc 401(k) accounts?
Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at David Lerner Associates, Inc. How do I access my 401(k)?
Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.