How big is TUFT, LACH, Jerabek & Oconnell's plan?

TUFT, LACH, Jerabek & Oconnell's plan reported $3.7M in assets and 22 participants for 2024.

Original filing (PDF)20250701115404NAL0006725043001

TUFT, LACH, Jerabek & Oconnell

Name: TUFT, LACH, Jerabek & Oconnell — TUFT, LACH, Jerabek, Form 5500 (2024)
Creator: TUFT, LACH, Jerabek & Oconnell
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TUFT, LACH, Jerabek & O'CONnell P 401(k) Profit Sharing Plan and

401(k) retirement plan · TUFT, LACH, Jerabek & Oconnell's TUFT, LACH, Jerabek & O'CONnell P 401(k) Profit Sharing Plan and held $3.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Nick Rice signed TUFT, LACH, Jerabek & Oconnell's 2024 Form 5500 as plan administrator.

Nick Rice — 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

TUFT, LACH, Jerabek & Oconnell's EIN is 27-4183993.

EIN 27-4183993

Plan number 001

Plan year 2024

ACK ID 20250701115404NAL0006725043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TUFT, LACH, Jerabek & Oconnell from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TUFT, LACH, Jerabek & Oconnell'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 TUFT, LACH, JERABEK & OCONNELL.

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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