How big is Lantana Consulting Group's plan?

Lantana Consulting Group's plan reported $9.5M in assets and 133 participants for 2024.

Original filing (PDF)20250711095745NAL0004590483001

Lantana Consulting Group

Name: Lantana Consulting Group — Lantana Consulting Group, Form 5500 (2024)
Creator: Lantana Consulting Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lantana Consulting Group 401(k) Plan

401(k) retirement plan · Lantana Consulting Group's Lantana Consulting Group 401(k) Plan held $9.5M in plan assets for 133 participants in 2024.

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

133

Plan assets (EOY)

$9.5M

Net assets (EOY)

$9.5M

Plan identifiers

Lantana Consulting Group's EIN is 20-2897420.

EIN 20-2897420

Plan number 002

Plan year 2024

ACK ID 20250711095745NAL0004590483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lantana Consulting Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lantana Consulting Group'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 LANTANA CONSULTING GROUP.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off