· 2022–2024 · DOL EFAST2

Loketch & Partners LLC — Loketch & Partners LLC, Form 5500 (2024)

Original filing (PDF)20250520110719NAL0001288611001

Loketch & Partners LLC

Form 5500-SF

FILING_RECEIVED

Loketch & Partners LLC 401(k) Plan & Trust

401(k) retirement plan · Loketch & Partners LLC's Loketch & Partners LLC 401(k) Plan & Trust held $614K in plan assets for 7 participants in 2024.

Active participants

7

Accounts w/ balance

8

Plan assets (EOY)

$614K

Net assets (EOY)

$614K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LOKETCH & PARTNERS LLC

EIN

Address

978 ROUTE 45, STE. 202 · POMONA, NY · 10970

Phone

(212) 869-2316

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Kenneth M. Gerstein, CPA, MST, LLC

Kenneth M. Gerstein, CPA, MST, LLC 401(k) Plan

$614K · 3 participants

Diane W Clough CPA Ltd.

Diane W Clough CPA Ltd. 401(k) Profit Sharing Plan & Trust

$614K · 2 participants

AMIN Kotadia CPA PC

AMIN Kotadia CPA PC 401(k) Profit Sharing Plan & Trust

$614K · 4 participants

Hebbeler & Weickert CPAS, LLC DBA H&W CPAS

H&W CPA 401(k) Plan

$614K · 13 participants

Marcus & Company Profit Sharing Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.