Original filing (PDF)20251014125113NAL0002809057001

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

Name: LUTZ FINANCIAL SERVICES, LLC DBA Q1-/LUTZ FINANCIAL SERVICES — LUTZ FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: LUTZ FINANCIAL SERVICES, LLC DBA Q1-/LUTZ FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

LUTZ FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUTZ FINANCIAL SERVICES, LLC DBA Q1-/LUTZ FINANCIAL SERVICES.

Plan sponsor

Name

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

EIN

16-1651214

Address

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

Phone

(248) 432-3212

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

HOMELAND MORTGAGE COMPANY

HOMELAND MORTGAGE COMPANY CASH BALANCE PLAN

$989K · 9 participants

METRO ADVISOR GROUP, LLC

METRO ADVISOR GROUP, LLC 401(K) PLAN

$979K · 7 participants

BLACKFORD, INC. D/B/A BLACKFORD BROKERAGE

BLACKFORD, INC. 401(K) RETIREMENT PLAN

$978K · 32 participants

PARDEE APPRAISAL SERVICES, LLC

PARDEE APPRAISAL SERVICES, LLC 401(K) PLAN

$994K · 5 participants

PRIVATE MONEY SOLUTIONS, INC.

PRIVATE MONEY SOLUTIONS, INC. CASH BALANCE PENSION PLAN