How big is Innes and Lotito, P.C.'s plan?

Innes and Lotito, P.C.'s plan reported $798K in assets and 31 participants for 2024.

Original filing (PDF)20250714124300NAL0001073841001

Innes and Lotito, P.C.

Name: Innes and Lotito, P.C. — Innes and Lotito Retirement, Form 5500 (2024)
Creator: Innes and Lotito, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Innes and Lotito Retirement Plan

401(k) retirement plan · Innes and Lotito, P.C.'s Innes and Lotito Retirement Plan held $798K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

Plan identifiers

Innes and Lotito, P.C.'s EIN is 38-3074311.

EIN 38-3074311

Plan number 001

Plan year 2024

ACK ID 20250714124300NAL0001073841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Innes and Lotito, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Innes and Lotito, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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