Original filing (PDF)20250609183233NAL0014255649001

NATALIE W LOPASIC

Name: NATALIE W LOPASIC — NATALIE W LOPASIC 401(K) PLAN, Form 5500 (2024)
Creator: NATALIE W LOPASIC

Form 5500-SF

FILING_RECEIVED

NATALIE W LOPASIC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$862K

Net assets (EOY)

$862K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATALIE W LOPASIC.

Plan sponsor

Name

NATALIE W LOPASIC

EIN

14-1817865

Address

767 TROY SCHENECTADY RD · SUITE 1 · LATHAM, NY · 12110

Phone

(518) 690-7020

Industry