Original filing (PDF)20251009085100NAL0006706593001

Lettich and Zipay, CPA'S

Name: Lettich and Zipay, CPA'S — Lettich and Zipay 401(k), Form 5500 (2024)
Creator: Lettich and Zipay, CPA'S
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lettich and Zipay 401(k) Profit Sharing Plan

401(k) retirement plan · Lettich and Zipay, CPA'S' Lettich and Zipay 401(k) Profit Sharing Plan held $2.5M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LETTICH AND ZIPAY, CPA'S.

Plan sponsor

Name

LETTICH AND ZIPAY, CPA'S

EIN

47-1815830all filings

Address

2500 WEST END AVENUE, SUITE 10 · POTTSVILLE, PA · 17901

Phone

(570) 622-8761

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