Filings through Sep 24, 2026.

Retirement plan

Lerch Bates Inc. Employee Stock Ownership Plan and Trust

Name: LERCH BATES INC. - LERCH BATES INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2024) Form 5500
Creator: LERCH BATES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LERCH BATES INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, LERCH BATES INC.

Lerch Bates Inc.EIN 36-2285171Plan #002PY 2024Filed Oct 14, 2025

9780 S MERIDIAN BLVD STE 450 - ENGLEWOOD, CO 80112303-795-7956lerchbates.comLinkedIn201-500 employeesarchitecture & planning

Other plans on this EIN

1 filing

#001Retirement-$61.0M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$61.3M

+8.5% from 2023

Total participants

383

+9.4% from 2023

Average account balance

$161,191

-0.7% from 2023

Annual return

7.85%

-16.03 pp from 2023

Benchmarks

See 3,315 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,315 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2I2P2Q3H3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: EIDE BAILLY, LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Filings through Sep 24, 2026.

Retirement plan

Lerch Bates Inc. Employee Stock Ownership Plan and Trust

Lerch Bates Inc.EIN 36-2285171Plan #002PY 2024Filed Oct 14, 2025

9780 S MERIDIAN BLVD STE 450 - ENGLEWOOD, CO 80112303-795-7956lerchbates.comLinkedIn201-500 employeesarchitecture & planning

Other plans on this EIN

1 filing

#001Retirement-$61.0M assets

Prospect flagsLow returns

People on file3 contacts

JA
John Arther
Filing signerFiling signer
#001#002
PY 2024
+2 more — auditor, admin, prior signers, …

5500 filings10 filings · 2015–2024

20245500ESOPLatest

5500 PDF

How to read this page

Total assets (EOY)

$61.3M

+8.5% from 2023

Total participants

383

+9.4% from 2023

Average account balance

$161,191

-0.7% from 2023

Annual return

7.85%

-16.03 pp from 2023

Benchmarks

See 3,315 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,315 peers

Snapshot2024

See peer percentile detail with Pro.

Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.

Try Pro free Compare plans

Analytics

See the 10-year trajectory with Solo.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2I2P2Q3H3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: EIDE BAILLY, LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Lerch Bates Inc. Employee Stock Ownership Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Lerch Bates Inc. Employee Stock Ownership Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion