How big is Lassiter & Associates PC's plan?

Lassiter & Associates PC's plan reported $40K in assets and 2 participants for 2025.

Original filing (PDF)20260422134220NAL0001970515001

Lassiter & Associates PC

Name: Lassiter & Associates PC — Lassiter & Associates PC, Form 5500 (2025)
Creator: Lassiter & Associates PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lassiter & Associates PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Lassiter & Associates PC's Lassiter & Associates PC 401(k) Profit Sharing Plan & Trust held $40K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

People on this filing

Edward Rojas signed Lassiter & Associates PC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Lassiter & Associates PC's EIN is 20-0835357.

EIN 20-0835357

Plan number 001

Plan year 2025

ACK ID 20260422134220NAL0001970515001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lassiter & Associates PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lassiter & Associates PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LASSITER & ASSOCIATES PC.

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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 (94th percentile).

Plan sponsor

Name

LASSITER & ASSOCIATES PC

EIN

all filings

Address

1515 MARKET ST STE 1200 · PHILADELPHIA, PA · 191021932

Phone

(215) 923-8833

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator