How big is Lopresti Associates LLC's plan?

Lopresti Associates LLC's plan reported $13K in assets and 6 participants for 2024.

Original filing (PDF)20250718162356NAL0003033376001

Lopresti Associates LLC

Name: Lopresti Associates LLC — Lopresti Associates LLC, Form 5500 (2024)
Creator: Lopresti Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lopresti Associates LLC 401(k)

401(k) retirement plan · Lopresti Associates LLC's Lopresti Associates LLC 401(k) held $13K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Nick Rice signed Lopresti Associates LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Lopresti Associates LLC's EIN is 85-2898852.

EIN 85-2898852

Plan number 001

Plan year 2024

ACK ID 20250718162356NAL0003033376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lopresti Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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