How big is Lopreto + LEVY, LLP's plan?

Lopreto + LEVY, LLP's plan reported $157K in assets and 3 participants for 2024.

Original filing (PDF)20250701121848NAL0030594034001

Lopreto + LEVY, LLP

Name: Lopreto + LEVY, LLP — Lopreto + LEVY, LLP 401(k), Form 5500 (2024)
Creator: Lopreto + LEVY, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lopreto + LEVY, LLP 401(k) Plan

401(k) retirement plan · Lopreto + LEVY, LLP's Lopreto + LEVY, LLP 401(k) Plan held $157K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$157K

Net assets (EOY)

$157K

Plan identifiers

Lopreto + LEVY, LLP's EIN is 81-3974449.

EIN 81-3974449

Plan number 001

Plan year 2024

ACK ID 20250701121848NAL0030594034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lopreto + LEVY, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lopreto + LEVY, LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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