How big is Latti Associates LLC's plan?

Latti Associates LLC's plan reported $3.5M in assets and 4 participants for 2025.

Original filing (PDF)20260511143900NAL0006068049003

Latti Associates LLC

Name: Latti Associates LLC — Latti Associates LLC 401(k), Form 5500 (2025)
Creator: Latti Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Latti Associates LLC 401(k) Plan

401(k) retirement plan · Latti Associates LLC's Latti Associates LLC 401(k) Plan held $3.5M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Latti Associates LLC's EIN is 04-3339318.

EIN 04-3339318

Plan number 001

Plan year 2025

ACK ID 20260511143900NAL0006068049003

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Latti Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Latti Associates LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LATTI ASSOCIATES LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

LATTI ASSOCIATES LLC

EIN

all filings

Address

30-31 UNION WHARF · BOSTON, MA · 02109

Phone

(617) 523-1000

Industry

Law Offices· Professional & Technical Services

Plan administrator