How big is Lothstein Guerriero, PLLC's plan?

Lothstein Guerriero, PLLC's plan reported $74K in assets and 7 participants for 2024.

Original filing (PDF)20250718105249NAL0000805491001

Lothstein Guerriero, PLLC

Name: Lothstein Guerriero, PLLC — Lothstein Guerriero PLL, Form 5500 (2024)
Creator: Lothstein Guerriero, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lothstein Guerriero PLL 401(k) Plan

401(k) retirement plan · Lothstein Guerriero, PLLC's Lothstein Guerriero PLL 401(k) Plan held $74K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

People on this filing

Marcus Bowie signed Lothstein Guerriero, PLLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Lothstein Guerriero, PLLC's EIN is 46-2565329.

EIN 46-2565329

Plan number 001

Plan year 2024

ACK ID 20250718105249NAL0000805491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lothstein Guerriero, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lothstein Guerriero, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOTHSTEIN GUERRIERO, PLLC.

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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