How big is Lavietes & Solowitz CPA'S LLP's plan?

Lavietes & Solowitz CPA'S LLP's plan reported $266K in assets and 4 participants for 2024.

Original filing (PDF)20250715095053NAL0001488195001

Lavietes & Solowitz CPA'S LLP

Name: Lavietes & Solowitz CPA'S LLP — Lavietes & Solowitz, Form 5500 (2024)
Creator: Lavietes & Solowitz CPA'S LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lavietes & Solowitz CPA'S LLP Safe Harbor 401(k) Plan

401(k) retirement plan · Lavietes & Solowitz CPA'S LLP's Lavietes & Solowitz CPA'S LLP Safe Harbor 401(k) Plan held $266K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

People on this filing

Rebecca Solowitz signed Lavietes & Solowitz CPA'S LLP's 2024 Form 5500 as plan administrator.

Rebecca Solowitz — 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

Lavietes & Solowitz CPA'S LLP's EIN is 84-3559261.

EIN 84-3559261

Plan number 001

Plan year 2024

ACK ID 20250715095053NAL0001488195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lavietes & Solowitz CPA'S LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lavietes & Solowitz CPA'S 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 LAVIETES & SOLOWITZ CPA'S 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