Original filing (PDF)20250821111749NAL0004100737001

LYTKOWSKI & CO INC

Name: LYTKOWSKI & CO INC — LYTKOWSKI AND CO 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: LYTKOWSKI & CO INC

Form 5500

FILING_RECEIVED

LYTKOWSKI AND CO 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

LYTKOWSKI & CO INC

EIN

34-1258550

Address

1801 E 9TH ST STE 1520 · CLEVELAND, OH · 441143103

Phone

(216) 696-5394

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $4.3M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL INSURANCE COMPANY · EIN 35-0472300 / PN 402	Pooled Separate Account	$4.3M	100.0%

1–1 of 1

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