· 2022–2024 · DOL EFAST2

Lallman CPAS + Advisors — Lallman 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260607155102NAL0003217217001

Lallman CPAS + Advisors

Form 5500-SF

FILING_RECEIVED

Lallman 401(k) Plan

401(k) retirement plan · Lallman CPAS + Advisors' Lallman 401(k) Plan held $1.9M in plan assets for 8 participants in 2025.

Active participants

8

Accounts w/ balance

11

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LALLMAN CPAS + ADVISORS.

Plan sponsor

Name

LALLMAN CPAS + ADVISORS

EIN

82-0337128all filings

Address

PO BOX 989 · KETCHUM, ID · 833400989

Phone

(208) 726-7500

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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