How big is Lat33 Management Services, LLC's plan?

Lat33 Management Services, LLC's plan reported $2.7M in assets and 4 participants for 2024.

Original filing (PDF)20250701085033NAL0030260706001

Lat33 Management Services, LLC

Name: Lat33 Management Services, LLC — Lat33 Management, Form 5500 (2024)
Creator: Lat33 Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lat33 Management Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Lat33 Management Services, LLC's Lat33 Management Services, LLC 401(k) Profit Sharing Plan held $2.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Corey Martin signed Lat33 Management Services, LLC's 2024 Form 5500 as plan administrator.

Corey Martin — 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

Lat33 Management Services, LLC's EIN is 26-3896263.

EIN 26-3896263

Plan number 001

Plan year 2024

ACK ID 20250701085033NAL0030260706001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lat33 Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lat33 Management Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAT33 MANAGEMENT SERVICES, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LAT33 MANAGEMENT SERVICES, LLC

EIN

all filings

Address

7001 NORTH SCOTTSDALE RD. · SUITE 2050 · SCOTTSDALE, AZ · 85253

Phone

(480) 840-8323

Industry

Finance & Insurance

Plan administrator