Original filing (PDF)20250808172504NAL0004908849001

IACOPI LENZ & COMPANY ACCOUNTANCY CORPORATION

Name: IACOPI LENZ & COMPANY ACCOUNTANCY CORPORATION — IACOPI LENZ & COMPANY ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: IACOPI LENZ & COMPANY ACCOUNTANCY CORPORATION

Form 5500-SF

FILING_RECEIVED

IACOPI LENZ & COMPANY ACCOUNTANCY CORPORATION 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.0M

Net assets (EOY)

$20.0M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IACOPI LENZ & COMPANY ACCOUNTANCY CORPORATION.

Plan sponsor

Name

IACOPI LENZ & COMPANY ACCOUNTANCY CORPORATION

EIN

94-2517281

Address

3031 WEST MARCH LANE SUITE 300 E · STOCKTON, CA · 952190000

Phone

(209) 957-3691

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator