· 2022–2024 · DOL EFAST2

LAZAR SCHWARTZ & JONES LLP — LAZAR SCHWARTZ & JONES LLP 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250507140500NAL0010893953003

LAZAR SCHWARTZ & JONES LLP

Form 5500-SF

FILING_RECEIVED

LAZAR SCHWARTZ & JONES LLP 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

6

Accounts w/ balance

4

Plan assets (EOY)

$460K

Net assets (EOY)

$460K

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

69

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAZAR SCHWARTZ & JONES LLP.

Plan sponsor

Name

LAZAR SCHWARTZ & JONES LLP

EIN

87-4450586all filings

Address

280 ROUTE 82 · HOPEWELL JUNCTION, NY · 12533

Phone

(845) 896-9651

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

JOSEPH S. NIERENBERG, A PROFESSIONAL CORPORATION

JOSEPH S. NIERENBERG, A PROFESSIONAL CORPORATION RETIREMENT TRUST

$460K · 2 participants

THE FLANIGAN FIRM

THE FLANIGAN FIRM 401K PROFIT SHARING PLAN

$460K · 3 participants

ADRIAN J HILERA

ADRIAN J HILERA PSC RETIREMENT PLAN

$460K · 4 participants

REGENYE LIPSTEIN LLC

REGENYE LIPSTEIN LLC 401(K) P/S PLAN

$460K · 3 participants

TURNER HENNINGSEN WOLF & VANDENBURG, LLP

TURNER HENNINGSEN WOLF & VANDENBURG, LLP PROFIT SHARING 401K PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.