Original filing (PDF)20240607132738NAL0037769104001

MUSACCHIO & MONTANARI PC

Name: MUSACCHIO & MONTANARI PC — MUSACCHIO & MONTANARI PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: MUSACCHIO & MONTANARI PC

Form 5500-SF

FILING_RECEIVED

MUSACCHIO & MONTANARI PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MUSACCHIO & MONTANARI PC.

Plan sponsor

Name

MUSACCHIO & MONTANARI PC

EIN

01-0682594all filings

Address

3478 BUSKIRK AVE - STE 343 · PLEASANT HILL, CA · 945234366

Phone

(925) 465-3950

Industry