Original filing (PDF)20251014125113NAL0002809057001

LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services

Name: LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services — Form 5500 Plan 001 (2024)
Creator: LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LUTZ Financial Services 401(k) Plan

401(k) retirement plan · LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services' LUTZ Financial Services 401(k) Plan held $986K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

Plan identifiers

LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services' EIN is 16-1651214.

EIN 16-1651214

Plan number 001

Plan year 2024

ACK ID 20251014125113NAL0002809057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LUTZ Financial Services, LLC DBA Q1-/LUTZ Financial Services' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUTZ FINANCIAL SERVICES, LLC DBA Q1-/LUTZ FINANCIAL SERVICES.

Finding similar companies…

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 (96th percentile).

Plan sponsor

Name

LUTZ FINANCIAL SERVICES, LLC DBA Q1-/LUTZ FINANCIAL SERVICES

EIN

all filings

Address

380 N OLD WOODWARD, STE 120 · BIRMINGHAM, MI · 48009

Phone

(248) 432-3212

Industry

Finance & Insurance

Plan administrator