How big is Gary M. Lorenzo, Inc.'s plan?

Gary M. Lorenzo, Inc.'s plan reported $256K in assets and 11 participants for 2023.

Original filing (PDF)20250903152215NAL0015325889001

Gary M. Lorenzo, Inc.

Name: Gary M. Lorenzo, Inc. — Gary M. Lorenzo, Inc. 401(k), Form 5500 (2023)
Creator: Gary M. Lorenzo, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary M. Lorenzo, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Gary M. Lorenzo, Inc.'s Gary M. Lorenzo, Inc. 401(k) Profit Sharing Plan held $256K in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

Plan identifiers

Gary M. Lorenzo, Inc.'s EIN is 77-0358147.

EIN 77-0358147

Plan number 001

Plan year 2023

ACK ID 20250903152215NAL0015325889001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Gary M. Lorenzo, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Gary M. Lorenzo, Inc.'s plan includes profit-sharing, a 401(k) feature.

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

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 (86th percentile).

Plan sponsor

Name

GARY M. LORENZO, INC.

DBA

C/O THE PRICE COMPANY

EIN

all filings

Address

5151 N. PALM AVE. SUITE 920 · FRESNO, CA · 93704

Phone

(559) 224-7656

Industry