How big is Lantz Financial LLC's plan?

Lantz Financial LLC's plan reported $2.6M in assets and 11 participants for 2025.

Original filing (PDF)20260413090555NAL0021874674001

Lantz Financial LLC

Name: Lantz Financial LLC — Lantz Financial LLC 401(k), Form 5500 (2025)
Creator: Lantz Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lantz Financial LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Lantz Financial LLC's Lantz Financial LLC 401(k) Profit Sharing Plan held $2.6M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Michael Lantz signed Lantz Financial LLC's 2025 Form 5500 as plan administrator.

Michael Lantz — 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

Lantz Financial LLC's EIN is 81-5225715.

EIN 81-5225715

Plan number 001

Plan year 2025

ACK ID 20260413090555NAL0021874674001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lantz Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lantz Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LANTZ FINANCIAL 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