How big is Lesleah LUTZ Bookkeeping SVCS LLC's plan?

Lesleah LUTZ Bookkeeping SVCS LLC's plan reported $39K in assets and 5 participants for 2024.

Original filing (PDF)20250630115521NAL0028722258001

Lesleah LUTZ Bookkeeping SVCS LLC

Name: Lesleah LUTZ Bookkeeping SVCS LLC — Lesleah LUTZ, Form 5500 (2024)
Creator: Lesleah LUTZ Bookkeeping SVCS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lesleah LUTZ Bookkeeping SVCS LLC Retirement Trust

401(k) retirement plan · Lesleah LUTZ Bookkeeping SVCS LLC's Lesleah LUTZ Bookkeeping SVCS LLC Retirement Trust held $39K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

People on this filing

Plan Sponsor signed Lesleah LUTZ Bookkeeping SVCS LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Lesleah LUTZ Bookkeeping SVCS LLC's EIN is 47-5143741.

EIN 47-5143741

Plan number 001

Plan year 2024

ACK ID 20250630115521NAL0028722258001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lesleah LUTZ Bookkeeping SVCS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lesleah LUTZ Bookkeeping SVCS LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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