Lutz & Company, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lutz & Company, P.C.
  • Sponsor EIN: 470625816
  • Sponsor Address: 13616 CALIFORNIA STREET, SUITE 300, OMAHA, NE, 68154
  • Plan Type: 401(k)
  • Plan Number: 506
  • Total Participants: 349
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025349$0$0$0
2024327$0$0$0
2023310$0$0$0
2022296$0$0$0

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