How big is Lizza & Carullo CPAS & Advisors' plan?

Lizza & Carullo CPAS & Advisors' plan reported $384K in assets and 6 participants for 2024.

Original filing (PDF)20250720170253NAL0000616224001

Lizza & Carullo CPAS & Advisors

Name: Lizza & Carullo CPAS & Advisors — Lizza & Carullo, Form 5500 (2024)
Creator: Lizza & Carullo CPAS & Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lizza & Carullo CPAS & Advisors LLP 401(k) Profit Sharing Plan &

401(k) retirement plan · Lizza & Carullo CPAS & Advisors' Lizza & Carullo CPAS & Advisors LLP 401(k) Profit Sharing Plan & held $384K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

People on this filing

Shirley Horner signed Lizza & Carullo CPAS & Advisors' 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Lizza & Carullo CPAS & Advisors' EIN is 88-3059946.

EIN 88-3059946

Plan number 001

Plan year 2024

ACK ID 20250720170253NAL0000616224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lizza & Carullo CPAS & Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lizza & Carullo CPAS & Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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