Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
LUTZ SELIG & ZERONDA LLP
EIN 14-1745230accountingLatest filing 2025
Plans
2
Retirement
2
$14.6M assets
Welfare
0
Participants
76
3748 STATE HIGHWAY 30 - AMSTERDAM, NY 120106502518-783-7200lutzseligzeronda.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.6M assets / 76 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LCS&Z, LLP PROFIT SHARING PLAN
ProfitSharing
Assets$11.1M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LUTZ SELIG & ZERONDA LLP 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.6M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LCS&Z, LLP PROFIT SHARING PLAN | ProfitSharing | $11.1M | 43 | 2024 | |
| 002 | LUTZ SELIG & ZERONDA LLP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.6M | 33 | 2025 |
Retirement plans