How big is Herbert LUTZ & Co.'s plan?

Herbert LUTZ & Co.'s plan reported $2.9M in assets and 22 participants for 2025.

Original filing (PDF)20260521141216NAL0005200402001

Herbert LUTZ & Co.

Name: Herbert LUTZ & Co. — Herbert LUTZ & Co. 401(k) Plan, Form 5500 (2025)
Creator: Herbert LUTZ & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herbert LUTZ & Co. 401(k) Plan

401(k) retirement plan · Herbert LUTZ & Co.'s Herbert LUTZ & Co. 401(k) Plan held $2.9M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Tania Vignolo signed Herbert LUTZ & Co.'s 2025 Form 5500 as plan administrator.

Tania Vignolo — 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

Herbert LUTZ & Co.'s EIN is 22-1617726.

EIN 22-1617726

Plan number 002

Plan year 2025

ACK ID 20260521141216NAL0005200402001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Herbert LUTZ & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Herbert LUTZ & Co.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off