Original filing (PDF)20251013144213NAL0000724163001

BALSAMO, LUTTERS, RENNA & ROSENSTEEL, P.A.

Name: BALSAMO, LUTTERS, RENNA & ROSENSTEEL, P.A. — BALSAMO, LUTTERS, RENNA & ROSENSTEEL, P.A. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BALSAMO, LUTTERS, RENNA & ROSENSTEEL, P.A.

Form 5500-SF

FILING_RECEIVED

BALSAMO, LUTTERS, RENNA & ROSENSTEEL, P.A. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALSAMO, LUTTERS, RENNA & ROSENSTEEL, P.A..

Plan sponsor

Name

BALSAMO, LUTTERS, RENNA & ROSENSTEEL, P.A.

EIN