How big is Lally & Co., LLC's plan?

Lally & Co., LLC's plan reported $10.6M in assets and 43 participants for 2024.

Original filing (PDF)20251013150319NAL0003384690001

Lally & Co., LLC

Name: Lally & Co., LLC — Lally & Co. LLC 401(k) Profit, Form 5500 (2024)
Creator: Lally & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lally & Co. LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Lally & Co., LLC's Lally & Co. LLC 401(k) Profit Sharing Plan held $10.6M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

People on this filing

Nicholas ZAPF signed Lally & Co., LLC's 2024 Form 5500 as plan administrator.

Nicholas ZAPF — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lally & Co., LLC's EIN is 81-4474059.

EIN 81-4474059

Plan number 001

Plan year 2024

ACK ID 20251013150319NAL0003384690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lally & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lally & Co., LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LALLY & CO., LLC.

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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