How big is Lorenz & KOPF, LLP's plan?

Lorenz & KOPF, LLP's plan reported $10.6M in assets and 50 participants for 2024.

Original filing (PDF)20251008181314NAL0009879280001

Lorenz & KOPF, LLP

Name: Lorenz & KOPF, LLP — Lorenz & KOPF, LLP 401(k) Plan, Form 5500 (2024)
Creator: Lorenz & KOPF, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lorenz & KOPF, LLP 401(k) Plan

401(k) retirement plan · Lorenz & KOPF, LLP's Lorenz & KOPF, LLP 401(k) Plan held $10.6M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

Plan identifiers

Lorenz & KOPF, LLP's EIN is 81-2791518.

EIN 81-2791518

Plan number 001

Plan year 2024

ACK ID 20251008181314NAL0009879280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lorenz & KOPF, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lorenz & KOPF, LLP's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORENZ & KOPF, LLP.

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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