Back to filter
Original filing (PDF)20251001223137NAL0016673520001
ACCAVALLO & COMPANY LLC
Form 5500-SF
FILING_RECEIVED
COLLABORATIVE RETIREMENT TRUST
401(k) retirement plan
Active participants
17
Accounts w/ balance
17
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCAVALLO & COMPANY LLC.
Plan sponsor
Name
ACCAVALLO & COMPANY LLC
EIN
03-0500350
Address
1000 BRIDGEPORT AVENUE · SUITE 410 · SHELTON, CT · 06484
Phone
(203) 925-9600
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Name
COLLABORATIVE OFFICE SERVICES, LLC
EIN
84-3755476
City
RENO, NV
Phone
(203) 622-2000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size CPA Offices plans
TRUMPET FINANCIAL GROUP, INC.
TRUMPET FINANCIAL GROUP INC 401(K) PLAN
$1.5M · 2 participants
CMM, LLP
CMM, LLP CASH BALANCE PENSION PLAN II
$1.5M · 35 participants
NW ACCOUNTING PROFESSIONALS, LLC
NW ACCOUNTING PROFESSIONALS 401(K) PLAN
$1.5M · 27 participants
ROSENBAUM,ROLLINS & OLAH, P.C.
ROSENBAUM,ROLLINS & OLAH, P.C. PROFIT SHARING PLAN
$1.5M · 6 participants
PRAETORIAN ADVISORS, LLP
PRAETORIAN ADVISORS, LLP RETIREMENT PLAN
$1.5M · 11 participants
BERRETH SMITH AND ASSOCIATES
BERRETH SMITH AND ASSOCIATES 401(K) PLAN
$1.5M · 10 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B