Original filing (PDF)20260612131711NAL0007325552001

LUTZ Shafranski Gorman Mahoney and Lazzaro

Name: LUTZ Shafranski Gorman Mahoney and Lazzaro — Form 5500 Plan 001 (2025)
Creator: LUTZ Shafranski Gorman Mahoney and Lazzaro
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LUTZ Shafranski Gorman & Mahon 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · LUTZ Shafranski Gorman Mahoney and Lazzaro's LUTZ Shafranski Gorman & Mahon 401(k) Profit Sharing Plan & Trust held $5.6M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

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 average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUTZ SHAFRANSKI GORMAN MAHONEY AND LAZZARO.

Plan sponsor

Name

LUTZ SHAFRANSKI GORMAN MAHONEY AND LAZZARO

EIN

22-2172990all filings

Address

77 LIVINGSTON AVE · NEW BRUNSWICK, NJ · 089012523

Phone

(732) 249-0444

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator