· 2022–2024 · DOL EFAST2

Novelli LUTZ, LLC — Novelli LUTZ, LLC 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260722143839NAL0015058320001

Novelli LUTZ, LLC

Form 5500-SF

FILING_RECEIVED

Novelli LUTZ, LLC 401(k) Plan

401(k) retirement plan · Novelli LUTZ, LLC's Novelli LUTZ, LLC 401(k) Plan held $415K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$415K

Net assets (EOY)

$415K

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NOVELLI LUTZ, LLC.

Plan sponsor

Name

NOVELLI LUTZ, LLC

EIN

46-1446793all filings

Address

150 S FIFTH ST STE 1320 · MINNEAPOLIS, MN · 55402

Phone

(612) 767-6478

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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