Original filing (PDF)20250711111120NAL0006262561001

LORENZO & LORENZO, P.A.

Name: LORENZO & LORENZO, P.A. — LORENZO & LORENZO, P.A. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: LORENZO & LORENZO, P.A.

Form 5500-SF

FILING_RECEIVED

LORENZO & LORENZO, P.A. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LORENZO & LORENZO, P.A..

Plan sponsor

Name

LORENZO & LORENZO, P.A.

EIN

11-3753671

Address

4701 N. ARMENIA AVE. · TAMPA, FL · 336032705

Phone

(813) 998-9529

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

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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