Original filing (PDF)20250910093054NAL0013365251001

LYNCH, TRAUB, KEEFE & ERRANTE, P.C.

Name: LYNCH, TRAUB, KEEFE & ERRANTE, P.C. — LYNCH, TRAUB, KEEFE & ERRANTE, P.C. RETIREMENT PLAN, Form 5500 (2024)
Creator: LYNCH, TRAUB, KEEFE & ERRANTE, P.C.

Form 5500-SF

FILING_RECEIVED

LYNCH, TRAUB, KEEFE & ERRANTE, P.C. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 LYNCH, TRAUB, KEEFE & ERRANTE, P.C..

Plan sponsor

Name

LYNCH, TRAUB, KEEFE & ERRANTE, P.C.

EIN

06-0868933

Address

52 TRUMBULL STREET · P.O. BOX 1612 · NEW HAVEN, CT · 065061612

Phone

(203) 787-0275

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

2025-09-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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