How big is Lanzone Morgan LLP's plan?

Lanzone Morgan LLP's plan reported $4.6M in assets and 17 participants for 2024.

Original filing (PDF)20250626135406NAL0012553808001

Lanzone Morgan LLP

Name: Lanzone Morgan LLP — Lanzone Morgan LLP 401 (K), Form 5500 (2024)
Creator: Lanzone Morgan LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lanzone Morgan LLP 401 (K) Profit Sharing Plan Trust

401(k) retirement plan · Lanzone Morgan LLP's Lanzone Morgan LLP 401 (K) Profit Sharing Plan Trust held $4.6M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

James Morgan signed Lanzone Morgan LLP's 2024 Form 5500 as plan administrator.

James Morgan — 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

Lanzone Morgan LLP's EIN is 26-3852278.

EIN 26-3852278

Plan number 001

Plan year 2024

ACK ID 20250626135406NAL0012553808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lanzone Morgan LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lanzone Morgan LLP'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 LANZONE MORGAN LLP.

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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