How big is Lubisich & Lubisich PLLC's plan?

Lubisich & Lubisich PLLC's plan reported $1.9M in assets and 20 participants for 2024.

Original filing (PDF)20250528164504NAL0006750721001

Lubisich & Lubisich PLLC

Name: Lubisich & Lubisich PLLC — Lubisich & Lubisich PLLC, Form 5500 (2024)
Creator: Lubisich & Lubisich PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lubisich & Lubisich PLLC 401(k) Plan & Trust

401(k) retirement plan · Lubisich & Lubisich PLLC's Lubisich & Lubisich PLLC 401(k) Plan & Trust held $1.9M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Peter Lubisich signed Lubisich & Lubisich PLLC's 2024 Form 5500 as plan administrator.

Peter Lubisich — 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

Lubisich & Lubisich PLLC's EIN is 26-1658081.

EIN 26-1658081

Plan number 002

Plan year 2024

ACK ID 20250528164504NAL0006750721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lubisich & Lubisich PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lubisich & Lubisich PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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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