How big is Lombardo & Associates' plan?

Lombardo & Associates' plan reported $822 in assets and 3 participants for 2024.

Original filing (PDF)20250729141106NAL0001681283001

Lombardo & Associates

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

Form 5500-SF

FILING_RECEIVED

Lombardo & Associates SOCA Benefit Plan

Health & welfare plan · Lombardo & Associates' Lombardo & Associates SOCA Benefit Plan held $822 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$822

Net assets (EOY)

$291

People on this filing

Matt Appenzeller signed Lombardo & Associates' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Lombardo & Associates' EIN is 27-2219088.

EIN 27-2219088

Plan number 501

Plan year 2024

ACK ID 20250729141106NAL0001681283001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lombardo & Associates' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score