LUTZ FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score
95
/ 100
Grade A
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
83
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUTZ FAMILY OFFICE LLC.
