· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LOZNER & MASTROPIETRO — LOZNER & MASTROPIETRO RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006190530NAL0003916145001
LOZNER & MASTROPIETRO
Form 5500-SF
FILING_RECEIVED
LOZNER & MASTROPIETRO RETIREMENT PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
14
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LOZNER & MASTROPIETRO
.
Find decision makers
Plan sponsor
Name
LOZNER & MASTROPIETRO
EIN
11-3411673
Address
1901 EMMONS AVENUE, SUITE 206 · BROOKLYN, NY · 11235
Phone
(718) 615-0044
Industry
Law Offices
· Professional & Technical Services
see 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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
RILEY / ERSOFF LLP
RILEY / ERSOFF LLP 401(K) PROFIT SHARING PLAN
$5.2M · 8 participants
CHRISTOPHER N LIGORI PA
CHRISTOPHER N LIGORI PA 401(K) PROFIT SHARING PLAN & TRUST
$5.2M · 9 participants
MONAGHAN, P.C.
MONAGHAN, P.C. 401(K) PLAN
$5.2M · 7 participants
GOTTESMAN AND HOLLIS, P.A.
GOTTESMAN AND HOLLIS, P.A. PROFIT SHARING PLAN
$5.2M · 8 participants
CERTUS LEGAL GROUP, LTD.
CERTUS LEGAL GROUP, LTD. 401(K) PLAN
$5.2M · 8 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LIFF WALSH & SIMMONS, LLC
LIFF WALSH & SIMMONS 401(K) RETIREMENT PLAN
$5.2M · 64 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
