Original filing (PDF)20250702071838NAL0012703633001

LICARI, LARSEN & CO. LTD.

Name: LICARI, LARSEN & CO. LTD. — LICARI, LARSEN & CO. LTD 401(K), Form 5500 (2024)
Creator: LICARI, LARSEN & CO. LTD.

Form 5500-SF

FILING_RECEIVED

LICARI, LARSEN & CO. LTD 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LICARI, LARSEN & CO. LTD..

Plan sponsor

Name

LICARI, LARSEN & CO. LTD.

EIN

41-1806729

Address

130 W SUPERIOR ST. · SUITE 712 · DULUTH, MN · 55802

Phone

(218) 722-2226

Industry

CPA Offices· Professional & Technical Servicessee all

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

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

UNITY BUSINESS ADVISORS INC.

UNITY BUSINESS ADVISORS INC. 401(K) PROFIT SHARING PLAN

$1.8M · 16 participants

ORKIN CPA, INC.

ASO CPA INC 401K PLAN

$1.8M · 2 participants

FAMILY OFFICE SOLUTIONS LLC

FAMILY OFFICE SOLUTIONS 401(K) PLAN

$1.8M · 4 participants

SLOAN WEALTH MANAGEMENT SERVICES, PC

SLOAN WEALTH MANAGEMENT SERVICES, PC 401(K) PLAN

$1.8M · 4 participants

CHANG & COMPANY, CPA, INC.

CHANG & COMPANY, CPA, INC. 401(K) PROFIT SHARING PLAN