Original filing (PDF)20250723070443NAL0001818531001

LASITER & LASITER, INC.

Name: LASITER & LASITER, INC. — LASITER & LASITER PLUMBING, INC. 401(K) PS PLAN & TRUST, Form 5500 (2024)
Creator: LASITER & LASITER, INC.

Form 5500-SF

FILING_RECEIVED

LASITER & LASITER PLUMBING, INC. 401(K) PS PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

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 LASITER & LASITER, INC..

Plan sponsor

Name

LASITER & LASITER, INC.

EIN

75-1664991

Address

P. O. BOX 14638 · HALTOM CITY, TX · 76117

Phone

(817) 831-4245

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

DURRANT & SLATE PLUMBING, INC.

DURRANT & SLATE PLUMBING 401(K) PROFIT SHARING PLAN

$2.6M · 32 participants

AIR-EZE AIR CONDITIONING, INC.

$2.6M · 20 participants

MORELLI HEATING & AIR CONDITIONING, INC.

MORELLI HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN

$2.6M · 22 participants

ADELPHIA INC. DBA CHANDLERS AIR CONDITIONING & REFRIGERATION

CHANDLERS AIR CONDITIONING & REFRIGERATION RETIREMENT SAVINGS PLAN

$2.6M · 38 participants