How big is LACY Katzen LLP's plan?

LACY Katzen LLP's plan reported $20.1M in assets and 66 participants for 2025.

Original filing (PDF)20260505151751NAL0001467216001

LACY Katzen LLP

Name: LACY Katzen LLP — LACY Katzen LLP Savings &, Form 5500 (2025)
Creator: LACY Katzen LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LACY Katzen LLP Savings & Retirement Plan

401(k) retirement plan · LACY Katzen LLP's LACY Katzen LLP Savings & Retirement Plan held $20.1M in plan assets for 66 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.1M

Net assets (EOY)

$20.1M

People on this filing

Craig Welch signed LACY Katzen LLP's 2025 Form 5500 as plan administrator.

Craig Welch — 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

LACY Katzen LLP's EIN is 16-0766167.

EIN 16-0766167

Plan number 001

Plan year 2025

ACK ID 20260505151751NAL0001467216001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LACY Katzen LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LACY Katzen LLP'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 LACY KATZEN LLP.

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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