How big is Lipschutz Talamo Inc.'s plan?

Lipschutz Talamo Inc.'s plan reported $531K in assets and 1 participants for 2024.

Original filing (PDF)20250730181650NAL0011207234001

Lipschutz Talamo Inc.

Name: Lipschutz Talamo Inc. — Lipschutz Talamo Inc. 401(k), Form 5500 (2024)
Creator: Lipschutz Talamo Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lipschutz Talamo Inc. 401(k) Plan

401(k) retirement plan · Lipschutz Talamo Inc.'s Lipschutz Talamo Inc. 401(k) Plan held $531K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$531K

Net assets (EOY)

$531K

People on this filing

Anna Talamo signed Lipschutz Talamo Inc.'s 2024 Form 5500 as plan administrator.

Anna Talamo — 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

Lipschutz Talamo Inc.'s EIN is 45-4041251.

EIN 45-4041251

Plan number 001

Plan year 2024

ACK ID 20250730181650NAL0011207234001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lipschutz Talamo Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lipschutz Talamo Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

LIPSCHUTZ TALAMO INC.

EIN

all filings

Address

1527 SACRAMENTO STREET · BERKELEY, CA · 94702

Phone

(415) 595-2405

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator