Original filing (PDF)20250718092229NAL0000718227001

LAC ADVISORS INC

Name: LAC ADVISORS INC — LAC ADVISORS INC 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LAC ADVISORS INC

Form 5500-SF

FILING_RECEIVED

LAC ADVISORS INC 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$158K

Net assets (EOY)

$158K

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.

Decision-maker contacts

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

Plan sponsor

Name

LAC ADVISORS INC

EIN

45-4145933all filings

Address

20 TWIN PONDS TRAIL · COLTS NECK, NJ · 07722

Phone

(917) 414-1669

Industry

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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

OREGON NATIVE DRILLING CO.

OREGON NATIVE DRILLING CO. 401(K) PLAN

$158K · 8 participants

BRANDYWINE OAK PRIVATE TAX ADVIS

BRANDYWINE OAK PRIVATE TAX ADVISORY, LLC 401(K) PLAN

$156K · 6 participants

JL GRAFF ENT LLC DBA WESTEN, GRAFF, & CO

JL GRAFF ENT LLC DBA WESTEN, GRAFF, & CO 401K PLAN

$156K · 5 participants

BLUELEAF TAX SERVICES LLC DBA HUBER, QUARANTA & ASSOCIATES

HUBER, QUARANTA & ASSOCIATES 401(K) PLAN

$159K · 6 participants

HERITAGE TAX AND INSURANCE SERVICES, INC.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.