Original filing (PDF)20251010131319NAL0004640291001

LAHR, DILLON, MANZULLI, KELLEY & PENETT, P.C.

Name: LAHR, DILLON, MANZULLI, KELLEY & PENETT, P.C. — LAHR, DILLON, MANZULLI, KELLEY & PENETT, P.C. RETIREMENT TRUST (PS), Form 5500 (2024)
Creator: LAHR, DILLON, MANZULLI, KELLEY & PENETT, P.C.

Form 5500-SF

FILING_RECEIVED

LAHR, DILLON, MANZULLI, KELLEY & PENETT, P.C. RETIREMENT TRUST (PS)

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

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 LAHR, DILLON, MANZULLI, KELLEY & PENETT, P.C..

Plan sponsor

Name

LAHR, DILLON, MANZULLI, KELLEY & PENETT, P.C.

EIN

13-2720175

Address

33 DECKER AVENUE · STATEN ISLAND, NY · 103022199

Phone

(718) 442-0024

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

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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