How big is Natalie W Lopasic's plan?

Natalie W Lopasic's plan reported $862K in assets and 15 participants for 2024.

Original filing (PDF)20250609183233NAL0014255649001

Natalie W Lopasic

Name: Natalie W Lopasic — Natalie W Lopasic 401(k) Plan, Form 5500 (2024)
Creator: Natalie W Lopasic
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Natalie W Lopasic 401(k) Plan

401(k) retirement plan · Natalie W Lopasic's Natalie W Lopasic 401(k) Plan held $862K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$862K

Net assets (EOY)

$862K

People on this filing

Nicole Kepner signed Natalie W Lopasic's 2024 Form 5500 as plan administrator.

Nicole Kepner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Natalie W Lopasic's EIN is 14-1817865.

EIN 14-1817865

Plan number 001

Plan year 2024

ACK ID 20250609183233NAL0014255649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Natalie W Lopasic from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Natalie W Lopasic's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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).

Plan sponsor

Name

NATALIE W LOPASIC

EIN

all filings

Address

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

Phone

(518) 690-7020

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator