· 2022–2024 · DOL EFAST2

Lambert Lanza CPA PA — Lambert Lanza CPA PA 401(k), Form 5500 (2025)

Original filing (PDF)20260710105951NAL0001574944001

Lambert Lanza CPA PA

Form 5500-SF

FILING_RECEIVED

Lambert Lanza CPA PA 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Lambert Lanza CPA PA's Lambert Lanza CPA PA 401(k) Profit Sharing Plan and Trust held $200K in plan assets for 8 participants in 2025.

Active participants

8

Accounts w/ balance

10

Plan assets (EOY)

$200K

Net assets (EOY)

$200K

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAMBERT LANZA CPA PA.

Plan sponsor

Name

LAMBERT LANZA CPA PA

EIN

59-3109230all filings

Address

3700 CREIGHTON RD · SUITE 1 · PENSACOLA, FL · 32504

Phone

(850) 484-2900

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

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