# Thomas Lanzetta DC Plan
Source: https://planprovider.pro/companies/thomas-lanzetta-plan

> Thomas Lanzetta's DC plan: 626 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thomas Lanzetta

- **Sponsor EIN:** 263963128

- **Sponsor Address:** 960 HOLMDEL RD STE 2, HOLMDEL, NJ, 077332100

- **Plan Type:** DC

- **Total Participants:** 626

- **Total Assets:** $30.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|626|$30.6M|$1.7M|$3.6M|

| 2023|312|$22.4M|$1.4M|$3.1M|

| 2022|248|$15.0M|$1.3M|$1.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| LEVELIZED COMPENSATION ADVISOR|INVESTMENT ADVISORY|$64,880|—|$64,880|

| PAYCHEX, INC.|RECORDKEEPER|$23,805|—|$23,805|

| HELD, KRANZLER, MCCOSKER & PULICE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [HELD, KRANZLER, MCCOSKER & PULICE](https://planprovider.pro/provider/held-kranzler-mccosker-and-pulice-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $88,685

- **Estimated Expense Ratio:** 0.290% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$98,285|$64,880|$32,545|—|—|

| 2023|$74,298|$39,141|$25,233|—|—|

| 2022|$54,083|—|—|—|—|

## Similar Plans

- [Orion Systems Integrators LLC](https://planprovider.pro/companies/orion-systems-integrators-llc-401k-plan) — 599 participants

- [Sapiens Americas Corporation](https://planprovider.pro/companies/sapiens-americas-corporation-401k-plan) — 522 participants

- [Birlasoft Solutions, INC.](https://planprovider.pro/companies/birlasoft-solutions-inc-401k-plan) — 774 participants

- [Ellkay LLC](https://planprovider.pro/companies/ellkay-llc-401k-plan) — 386 participants

- [Rang Technologies INC](https://planprovider.pro/companies/rang-technologies-inc-401k-plan) — 359 participants

- [Avepoint, INC.](https://planprovider.pro/companies/avepoint-inc-401k-plan) — 333 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/thomas-lanzetta-plan)

© 2026 PlanProvider.Pro