How big is Lucernoni, Schulz & Co., LLP's plan?

Lucernoni, Schulz & Co., LLP's plan reported $6.0M in assets and 2 participants for 2024.

Original filing (PDF)20251010152143NAL0007938705001

Lucernoni, Schulz & Co., LLP

Name: Lucernoni, Schulz & Co., LLP — Lucernoni, Schulz &, Form 5500 (2024)
Creator: Lucernoni, Schulz & Co., LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucernoni, Schulz & Co., LLP Retirement Plan

401(k) retirement plan · Lucernoni, Schulz & Co., LLP's Lucernoni, Schulz & Co., LLP Retirement Plan held $6.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Joanne M Janas signed Lucernoni, Schulz & Co., LLP's 2024 Form 5500 as plan administrator.

Joanne M Janas — 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

Lucernoni, Schulz & Co., LLP's EIN is 16-1502509.

EIN 16-1502509

Plan number 002

Plan year 2024

ACK ID 20251010152143NAL0007938705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lucernoni, Schulz & Co., LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lucernoni, Schulz & Co., LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUCERNONI, SCHULZ & CO., 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