Original filing (PDF)20250520093209NAL0004569474001

LATTI & ANDERSON, LLP

Name: LATTI & ANDERSON, LLP — LATTI & ANDERSON, LLP 401(K) PLAN, Form 5500 (2024)
Creator: LATTI & ANDERSON, LLP

Form 5500-SF

FILING_RECEIVED

LATTI & ANDERSON, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LATTI & ANDERSON, LLP.

Plan sponsor

Name

LATTI & ANDERSON, LLP

EIN

04-3339318

Address

30-31 UNION WHARF · BOSTON, MA · 02109

Phone

(617) 523-1000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FERRIS AND BRITTON, APC

FERRIS AND BRITTON, APC PROFIT SHARING PLAN

$3.2M · 6 participants

COCHRAN LAW GROUP LLC

COCHRAN LAW GROUP LLC 401(K) PLAN

$3.2M · 13 participants

UNGARINO & MALDONADO LLC

UNGARINO & MALDONADO LLC 401(K) PROFIT SHARING PLAN & TRUST

$3.2M · 22 participants

AUSTIN, STRAIT, BENSON & THOLE LLP

AUSTIN, STRAIT, BENSON & THOLE 401(K) PLAN

$3.2M · 11 participants

THE VIDA LAW FIRM, PLLC

THE VIDA LAW FIRM, PLLC 401(K) PLAN